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Increased net worth and rising mortality ratesThe earlier you put plans in place the more options you may have With careful planning it may be possible […]
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More families subject to Inheritance Tax
Balancing your plan with other financial priorities is key Making provision for Inheritance Tax needs to be balance the plan […]
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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 […]
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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 […]
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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?
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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 […]
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Trusts
‘Ring-fencing’ assets to protect family wealth for future generations Trusts are used to protect family wealth for future generations, reducing […]
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Bare Trusts
Held for the benefit of a specified beneficiary Bare Trusts are also known as ‘Absolute’ or ‘Fixed Interest Trusts’, and […]
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Discretionary Trust
Wide class of potential beneficiaries With a Discretionary Trust, the settlor makes a gift into Trust, and the trustees hold […]
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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 […]