Making a Will
Making a Will Continuing your support long into the future We spend our lives working to provide for ourselves and
Inheritance Tax
Inheritance Tax Passing assets efficiently to the next generation No one wants to think about their hard-earned wealth going to
Safeguarding your wealth for future generations
Bloodline planning for future generations Steps to mitigate against Inheritance Tax Unforeseen life events and circumstances can potentially impact your
Keeping it in the family
Keeping it in the family Careful planning can reduce or even eliminate the Inheritance Tax payable Intergenerational planning helps you
Wealth navigator
Wealth Navigator Planning the BEST route for the next generation You have worked hard to build your wealth. Passing it
Inheritance tax
Inheritance Tax Passing assets efficiently to the next generation remains a primary objective for many There are many things to
ISA rules and inheritance tax
ISA rules and Inheritance Tax Families set to pay millions in unnecessary tax There’s a fundamental lack of awareness and
This time next year we’ll be “million-heirs”
This time next year we’ll be ‘million-heirs’ Larger individual wealth and expectation of substantial inheritances With estate planning, you can
Protecting your estate for future generations
Protecting your estate for future generations Many individuals find the Inheritance Tax rules too complicated If you struggle to navigate
IHT reaches “record high” £5.3 billion in 2017/18
IHT reaches ‘record high’ £5.3bn in 2017/18 HMRC collected a “record high” £5.3bn through inheritance tax (IHT) last year, according