Advice matters

Advice matters Life events that professional financial advice can help you navigate In the current climate, we understand that you

Making a Will during COVID-19

Making a Will during COVID-19 Thinking about how well we are prepared for our futures As coronavirus (COVID-19) leaves many

Planning for succession

Planning for succession How you will “slice up your wealth pie?” There is no easy way to say it –

Planning to leave a family legacy?

Planning to leave a family legacy? Impact of coronavirus (COVID-19) on Will making We are living in extraordinary times right

Inheritance Tax

Inheritance Tax Passing assets tax-efficiently to the next generation Making provision for your loved ones after you have gone is

Preserving your wealth

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

Preserving your legacy

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

Wealth preservation

Wealth preservation Planning steps to consider when passing wealth in the most tax-efficient way Whether you have earned your wealth,


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

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