
No ‘one-size-fits-all’ protection solution
No ‘one-size-fits-all’ protection solution Helping you feel confident your family’s finances are secure With a New Year comes resolutions. Everyone
No ‘one-size-fits-all’ protection solution Helping you feel confident your family’s finances are secure With a New Year comes resolutions. Everyone
Millennials willing to forgo inheritance Harder to support bigger financial commitments of older generation parents Many people want to do
Inheritance Tax receipts reach £6.1bn What if I could make my wealth more tax-efficient? We all want to leave a
How to reduce Inheritance Tax by leaving a gift Planning for your wealth preservation and the eventual transfer of that
Lifetime transfers Remember the seven-year rule An outright gift falls into one of two categories, depending on the type of
Inheritance Tax Residence Nil-Rate Band Owning a residence which you leave to direct descendants The introduction of the ‘residence nil-rate
Passing wealth to the next generation Making a real difference to the financial position of the recipients With careful planning
Inheritance Tax What will your legacy look like? Intergenerational planning helps you put financial measures in place to benefit your
Coping with life-changing events Plan for tomorrow, live for today Change is the only constant in life. It inevitably involves
Making inheritance gifts from surplus income Are you making use of this useful and much under-utilised exemption? If you want
Inheritance Tax Minimising the impact of on your estate The latest Inheritance Tax (IHT) statistics show an additional 4% was