How to reduce Inheritance Tax by leaving a gift
How to reduce Inheritance Tax by leaving a gift Planning for your wealth preservation and the eventual transfer of that
Lifetime transfers
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
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
Passing wealth to the next generation Making a real difference to the financial position of the recipients With careful planning
Inheritance Tax
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
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
Making inheritance gifts from surplus income Are you making use of this useful and much under-utilised exemption? If you want
Inheritance Tax
Inheritance Tax Minimising the impact of on your estate The latest Inheritance Tax (IHT) statistics show an additional 4% was
Protecting family wealth
Protecting family wealth Start planning your legacy to mitigate or reduce Inheritance Tax If you’ve worked hard throughout your lifetime
Succession Planning
Succession Planning Preparing yourself, your family and your business for the future The operational demands of running a family business
Reduce your Inheritance Tax bill
Reduce your Inheritance Tax bill 10 ways to protect your estate for your loved ones Even those who believe they