Making a Will

Making a Will Have you decided what happens to your money, property and possessions after your death? Since the outbreak

Whole-of-life insurance

Whole-of-life insurance Cover to protect you for your entire life You may not think you need as much life insurance

Preserving your wealth

Preserving your wealth Developing a clear plan for your wealth and property Whether you have earned your wealth, inherited it

What are you waiting for?

What are you waiting for? COVID-19 pandemic has made more people think about just how crucial it is to make

Preserving your legacy

Preserving your legacy How to keep your wealth in the family Are you worried about leaving an inheritance to your

Trusts

Trusts ’Ring-fencing’ assets to minimise or mitigate Inheritance Tax Appropriate Trusts can be used for minimising or mitigating Inheritance Tax

Making a Will

Making a Will Failure to take action could compromise the long-term financial security of the family If you want to

Lifetime transfers

Lifetime transfers Potential implications of such gifts with regard to Inheritance Tax If appropriate, you can transfer some of your

Residence nil-rate band

Residence nil-rate band Owning a residence which is left to direct descendants The Inheritance Tax residence nil-rate band came into

Inheritance Tax

Inheritance Tax Minimise taxes, court costs and unnecessary legal fees with effective estate planning Effective estate preservation planning could save