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Discretionary TrustWide 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 beneficiariesDiscretion over which of the default and potential beneficiaries actually benefit These are similar to a fully Discretionary Trust, except […]
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Split TrustsFamily protection policies These Trusts are often used for family protection policies with critical illness or terminal illness benefits in […]
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Lasting Power of AttorneyTaking control of decisions even in the event you can’t make them yourself A Lasting Power of Attorney (LPA) enables […]
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Protecting your assets for the next generationSix tips for wealth preservation and transfer planning Whether you have earned your wealth, inherited it or made shrewd investments, […]
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What’s important to you?Reaching those milestones starts with setting clear financial goals We all have dreams for the future, and many of those […]
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What you need to knowWinners and losers under the new State Pension The figures for people qualifying for the full new State Pension following […]
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Not ready to give up working and retire?Almost half of UK employees expect to work beyond the age of 65 When you picture yourself in your golden […]
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Retirement resilienceTaking the reins and having more control over your pension pot Saving for retirement is one of our greatest financial […]
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Cashing outPension changes brought a whole new range of options to consider Unadvised retirees who are now able to dip into […]