Inheritance Tax

How can I plan my finances to support my will and wishes?

2022-10-25T12:44:13+01:00

When it comes to planning your finances for the future, retirement is not the only consideration. It’s also important to consider what will happen to your estate after your death. Unfortunately, many people don’t put time aside plan [...]

How can I plan my finances to support my will and wishes?2022-10-25T12:44:13+01:00

Inheritance Tax Planning: Can I place a property into a trust?

2022-10-25T12:49:50+01:00

Trusts can be an effective way to reduce your inheritance tax (IHT) liability. Placing an asset into a trust relinquishes ownership to the trustee/s. This means that the value of that asset will be removed from your estate [...]

Inheritance Tax Planning: Can I place a property into a trust?2022-10-25T12:49:50+01:00

Intergenerational Planning: A family affair

2022-09-06T17:03:30+01:00

Discussing family finances is often seen as a taboo subject. But such discussions are important to have in order to sort out any financial issues, to outline personal wishes and to effectively plan for estate management if a [...]

Intergenerational Planning: A family affair2022-09-06T17:03:30+01:00

Intergenerational planning: Can I pass my pension on to my family?

2022-07-27T15:26:25+01:00

For many people their pension will form one of the biggest personal assets they own. It’s therefore important to consider how your pension can be securely passed on to your loved ones when you die. Unlike your other [...]

Intergenerational planning: Can I pass my pension on to my family?2022-07-27T15:26:25+01:00

Intergenerational Planning: A holistic approach to wealth management for the whole family

2022-07-19T09:48:30+01:00

Intergenerational planning is a way for families to use their collective wealth to support one another during their lifetimes. Traditionally, wealth has passed from one generation to the next upon death. Intergenerational planning takes a different approach and [...]

Intergenerational Planning: A holistic approach to wealth management for the whole family2022-07-19T09:48:30+01:00
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