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