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Passage of wealthHow to secure your family’s financial future? We spend a lifetime generating wealth and assets but not many of us […]
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Inheritance TaxDon’t leave less money behind for your loved ones Effective estate preservation planning could save a family a potential Inheritance […]
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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 wayDon’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 TrustHeld 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 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, […]