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Inheritance Tax Residence Nil-Rate Band (RNRB)Passing on your wealth in the right way is key for its preservation The rise in property prices throughout the […]
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Where theres a Will theres a way
Don’t leave considerable costs and complications, alongside the heartache of grieving If you want to be sure your wishes are […]
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Bare Trust
Held for the benefit of a specified beneficiary They’re also known as ‘Absolute’ or ‘Fixed Interest Trusts’, and there can […]
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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 These are similar to a fully Discretionary Trust, except […]
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Split Trusts
Family 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 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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Protecting your assets for the next generation
Six 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 know
Winners and losers under the new State Pension The figures for people qualifying for the full new State Pension following […]