We have been running a series of webinars in January and February 2021 which have been very well received. The recordings and slides from the Brexit series are now available here.
The ‘Protect your Wealth’ series of Inheritance Tax Planning webinars in conjunction with Sherrards Solicitors can also be viewed using the button below.
Inheritance Tax Planning Articles
Planning ahead - protecting your assets if you cannot manage them Losing your mental capacity and not being able to manage your affairs [...]
Preparing for the expected - Inheritance Tax Planning If you want your loved ones to benefit from your assets in the most tax-efficient [...]
Writing a Will – How to protect your family and your financial assets Nobody wants to think about dying. However, most people want [...]
Planning for Retirement Will my retirement income be enough to live on comfortably? Welcome to our latest edition. At the time of writing [...]
Financial Resolutions What does Wealth look like to you? Welcome to our first edition for 2020. Inside this issue, we feature articles covering [...]
Cultivate the art of patience Investment Objectives Welcome to our latest edition. Inside this issue, we look at a number of the topical [...]
Retirement Resilience Taking the reins and having more control over your pension pot Welcome to the latest issue. At the time of writing, [...]
Choppy waters, not full-on gale Wait for the bad weather to pass and stay on course. Welcome to the latest issue. Inside, you’ll [...]
Inheritance Tax No longer something that only affects the very wealthy. At the time of writing this issue, the uncertainty around the terms [...]