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A one-size-fits-all approach is rarely effectiveSet specific, realistic and actionable objectives Estate planning is never straightforward. It involves many considerations, and adopting a one-size-fits-all approach […]
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Role of debt in estate planning
Avoiding unnecessary complications for your loved ones One of the initial steps in estate planning is to evaluate your financial […]
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Proactive approach to managing family wealth
Legally reduce the portion of your assets lost to taxation Organising your affairs for when the inevitable occurs can provide […]
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Intergenerational wealth transfer
Preserving a family’s legacy, values and lessons learned over a lifetime Passing on wealth to the next generation is about […]
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Residence Nil Rate Band
Extra tax-free allowance introduced on 6 April 2017 The Residence Nil Rate Band (RNRB) is an extra tax-free allowance introduced […]
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Lifetime transfers and the seven-year rule
Valuable opportunities to strategically reduce your estate’s tax liability Potentially Exempt Transfers (PETs) and Chargeable Lifetime Transfers (CLTs) broadly define […]
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Making a Will
A pivotal component of estate planning Your Last Will and Testament is an essential document that clarifies and controls how […]
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Preparing a Will
Peace of mind and clarity for your loved ones during challenging times Preparing a Will is an important step in […]
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Integrating a Power of Attorney
Safeguarding your wishes, maintaining control and providing certainty Estate planning encompasses much more than merely deciding who inherits your assets. […]
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Private pensions inherited by beneficiaries will no longer escape IHT
How the changes to private pensions could impact your legacy For years, private pensions have offered a tax-efficient way to […]