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