Succession planning, a family affair

Succession planning, a family affair A delicate process that requires clear communication and effective planning Transferring wealth within a family

Passing on assets tax-efficiently

Passing on assets tax-efficiently How to ensure that your wealth is preserved for future generations Are you concerned about the

Giving while living

Giving while living What will your legacy look like? April brought a host of changes to the UK’s tax regime,

Lifetime transfers

Lifetime transfers Take advantage of the seven-year rule If not exempt, an outright gift falls into one of two categories,

Inheritance Tax Residence Nil-Rate Band

Inheritance Tax Residence Nil-Rate Band Owning a residence which you leave to direct descendants The introduction of the ‘residence nil-rate

Intergenerational wealth transfer plans

Intergenerational wealth transfer plans Transferring of wealth from one family generation to the next With careful planning it is possible

Getting your affairs in order

Getting your affairs in order Where do you want your wealth to go? Getting your affairs in order for when

Future generations

Future generations Passing on money securely, and efficiently, to those you love and the causes you cherish Preserving wealth for

Future wealth

Future wealth Ready to start investing for your grandchild’s future? Investing in the future of your grandchildren is a great

Time to talk

Time to talk Discussing Wills and trusts with adult children or dependents Wealth transfer has become an important issue for