Making a Will
Making a Will Secure more of your wealth for your loved ones If a person wants to be sure their
Making financial gifts
Making financial gifts Passing on your assets effectively whilst you’re alive Some people like to transfer some of their assets
Residence nil-rate band
Residence nil-rate band How to apply the additional threshold The Inheritance Tax residence nil-rate band (RNRB) came into effect on
Inheritance tax
Inheritance Tax How do you leave a legacy which serves your family’s best interests? Will you be one of the
Financial support
Financial support Looking after your lifestyle during a time of uncertainty Nobody wants to worry about how they’ll pay the
Taxing times ahead
Taxing times ahead Don’t be penalised by the tax system when you exercise your freedoms The ‘pension freedom’ reforms of
Boosting investment returns
Boosting investment returns Out of adversity comes opportunity Under new Prime Minister Boris Johnson, the Government has toughened its stance
Pension shortfall exposure
Pension shortfall exposure Signs you are not financially ready to retire Those potentially most exposed to a pension shortfall are