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
Wealth transfer and the next generation
Wealth transfer and the next generation How much should you try to save to have a comfortable retirement? We spend