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

The Family Bank

The Family Bank Planning to aid the next generation According to new research, close to one in five (18%) of

Saving for the next generation

Saving for the next generation Taking proactive steps in securing your child’s or grandchild’s financial future Many parents and grandparents

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,

Leaving your legacy behind

Leaving your legacy behind Make sure your money and possessions go to the people and causes you care about Thinking

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