Inheritance Tax receipts reach £6.1bn
Inheritance Tax receipts reach £6.1bn What if I could make my wealth more tax-efficient? We all want to leave a
Flexible Trusts with default beneficiaries
Flexible Trusts with default beneficiaries Default beneficiaries set up in the settlor’s lifetime Flexible Trusts are similar to a fully
Discretionary Trust
Discretionary Trust Wide class of potential beneficiaries With a Discretionary Trust, the settlor makes a gift into trust, and the
Bare Trust
Bare Trust Held for the benefit of a specified beneficiary Bare Trusts are also known as ‘Absolute’ or ‘Fixed Interest
Trusts
Trusts ‘Ring-fencing’ assets to protect family wealth for future generations You may want to consider putting some of your assets
Lifetime transfers
Lifetime transfers Remember the seven-year rule An outright gift falls into one of two categories, depending on the type of
Strategies and solutions
Strategies and solutions Provision in place to preserve and protect your assets Failing to protect family wealth from Inheritance Tax
Preserving your family’s wealth
Preserving your family’s wealth Achieving the right balance of control, access, flexibility and tax advantages Inheritance Tax is a tax
Writing a Will
Writing a Will How much do you have to leave and who will get what? It’s important to make sure
Extending the scope of the trust register
Extending the scope of the trust register Deadline for non-taxable trust registrations announced Trusts are a way of managing wealth,
Inheritance Tax
Inheritance Tax What will your legacy look like? Intergenerational planning helps you put financial measures in place to benefit your