Wealth preservation

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

Making financial gifts

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

Residence nil-rate band

Residence nil-rate band How to apply the additional threshold The Inheritance Tax residence nil-rate band (RNRB) came into effect on

Inheritance tax

Inheritance Tax How do you leave a legacy which serves your family’s best interests? Will you be one of the

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

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