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

Estate protection

Estate protection Preserving your wealth and transferring it effectively Estate planning is an important part of wealth management, no matter

Wealth preservation

Wealth preservation The 6 things you need to consider to help preserve your wealth Whether you have earned your wealth,

Bloodline Family Trusts

How to give away your wealth and keep some control Bloodline Family Trusts are not a one-size-fits-all solution, but they

Making a Will

Making a Will Secure more of your wealth for your loved ones If a person wants to be sure their

Making financial gifts

Making financial gifts Passing on your assets effectively whilst you’re alive Some people like to transfer some of their assets