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  • Inheritance Tax

    Planning could save a family hundreds of thousands of pounds payable Effective estate preservation planning could save a family a […]

  • Residence nil-rate band

    Owning a residence which is left to direct descendants The Inheritance Tax residence nil-rate band (RNRB) came into effect on […]

  • Lifetime transfers

    Potential implications of such gifts with regard to Inheritance Tax Some people like to transfer some of their assets whilst […]

  • Making a Will

    Failure to take action could compromise the long-term financial security of the family If a person wants to be sure […]

  • Trusts

    ‘Ring-fencing’ assets to minimise or mitigate Inheritance Tax Appropriate trusts can be used for minimising or mitigating Inheritance Tax estate taxes […]

  • 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 […]

  • Wealth preservation

    Planning steps to consider when passing wealth in the most tax-efficient way Whether you have earned your wealth, inherited it […]

  • Protect the things that mean the most to you

    Cohabiting families risking their family’s financial future The lifestyle of our loved ones may be seriously compromised if we die. […]

  • Turbocharge your pension

    Will you be able to afford the retirement lifestyle you want? If you’re still working, what kind of life would […]

  • Growing care costs

    Ageing population faces significant funding crisis As part of Budget 2017, Chancellor Philip Hammond announced an extra £2 billion of […]

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