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  • Making a Will

    Three in five UK adults have not made provision It’s important to make sure that after you die, your assets […]

  • Inheritance Tax Residence Nil-Rate Band

    Passing on your wealth in the right way is key for its preservation The introduction of the Residence Nil-Rate Band […]

  • Lifetime transfers

    Giving away money from your estate to reduce your Inheritance Tax bill Read more: https://www.which.co.uk/money/tax/inheritance-tax/inheritance-tax-planning-and-tax-free-gifts-aw1mb2n7snwx – Which?

  • Leaving your legacy behind

    Considerations when making a Will Thinking about death isn’t easy. Talking about it is even harder. The reality of our […]

  • Trusts

    ‘Ring-fencing’ assets to protect family wealth for future generations Trusts are used to protect family wealth for future generations, reducing […]

  • Bare Trusts

    Held for the benefit of a specified beneficiary Bare Trusts are also known as ‘Absolute’ or ‘Fixed Interest Trusts’, and […]

  • Discretionary Trust

    Wide class of potential beneficiaries With a Discretionary Trust, the settlor makes a gift into Trust, and the trustees hold […]

  • Flexible Trusts with default beneficiaries

    Discretion over which of the default and potential beneficiaries actually benefit FlexibleTrusts are similar to a fully Discretionary Trust, except […]

  • Split Trusts

    Family protection policies These Trusts are often used for family protection policies with critical illness or terminal illness benefits in […]

  • Lasting Power of Attorney

    Taking control of decisions even in the event you can’t make them yourself A Lasting Power of Attorney (LPA) enables […]

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