Leaving your legacy behind Considerations when making a Will Thinking about death isn’t easy. Talking about it is even harder.
Making a Will Distributing financial wealth or possessions in an orderly fashion A valid Will is an incredibly important part
Prioritising the power of pensions A very tax-efficient solution for passing on your wealth Passing wealth through the family, for
Lifetime transfers Remember the seven-year rule An outright gift falls into one of two categories, depending on the type of
Inheritance Tax Residence Nil-Rate Band Owning a residence which you leave to direct descendants The introduction of the ‘residence nil-rate
Passing wealth to the next generation Making a real difference to the financial position of the recipients With careful planning
Strategies and solutions Provision in place to preserve and protect your assets Failing to protect family wealth from Inheritance Tax
Preserving your family’s wealth Achieving the right balance of control, access, flexibility and tax advantages Inheritance Tax is a tax