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Inheritance TaxPlanning could save a family hundreds of thousands of pounds payable Effective estate preservation planning could save a family a […]
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Residence nil-rate bandOwning a residence which is left to direct descendants The Inheritance Tax residence nil-rate band (RNRB) came into effect on […]
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Lifetime transfersPotential implications of such gifts with regard to Inheritance Tax Some people like to transfer some of their assets whilst […]
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Making a WillFailure to take action could compromise the long-term financial security of the family If a person wants to be sure […]
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Trusts‘Ring-fencing’ assets to minimise or mitigate Inheritance Tax Appropriate trusts can be used for minimising or mitigating Inheritance Tax estate taxes […]
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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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Wealth preservationPlanning steps to consider when passing wealth in the most tax-efficient way Whether you have earned your wealth, inherited it […]
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Protect the things that mean the most to youCohabiting families risking their family’s financial future The lifestyle of our loved ones may be seriously compromised if we die. […]
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Turbocharge your pensionWill you be able to afford the retirement lifestyle you want? If you’re still working, what kind of life would […]
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Growing care costsAgeing population faces significant funding crisis As part of Budget 2017, Chancellor Philip Hammond announced an extra £2 billion of […]