Leaving your legacy behind

Leaving your legacy behind Make sure your money and possessions go to the people and causes you care about Thinking

Making a Will

Making a Will Avoid legal wrangles and confusion over who will benefit from your estate A valid Will is an

Power of pensions

Power of pensions Tax-efficient solution for passing on your wealth Passing wealth through the family, for most, is an important

Lifetime transfers

Lifetime transfers Take advantage of the seven-year rule If not exempt, an outright gift falls into one of two categories,

Inheritance Tax Residence Nil-Rate Band

Inheritance Tax Residence Nil-Rate Band Owning a residence which you leave to direct descendants The introduction of the ‘residence nil-rate

Intergenerational wealth transfer plans

Intergenerational wealth transfer plans Transferring of wealth from one family generation to the next With careful planning it is possible

Getting your affairs in order

Getting your affairs in order Where do you want your wealth to go? Getting your affairs in order for when

Future generations

Future generations Passing on money securely, and efficiently, to those you love and the causes you cherish Preserving wealth for

Retirement planning

Retirement planning Your wealth. Your legacy It goes without saying that there’s no time like the present to kick-start your

Drawdown, annuities or both?

Drawdown, annuities or both? Make sure your retirement strategy meets your needs and goals It’s important to make a well-informed

Future wealth

Future wealth Ready to start investing for your grandchild’s future? Investing in the future of your grandchildren is a great