Advice matters

Advice matters Intergenerational planning and wealth transfer between advised families Following the coronavirus (COVID-19) pandemic outbreak, UK adults admit they

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

Passing on pension benefits

Passing on pension benefits Providing for your loved ones after your death If you’ve spent a lifetime saving for retirement,

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

Making a Will during COVID-19

Making a Will during COVID-19 Thinking about how well we are prepared for our futures As coronavirus (COVID-19) leaves many

Planning for succession

Planning for succession How you will “slice up your wealth pie?” There is no easy way to say it –

Supporting younger generations

Supporting younger generations Giving grandchildren financial security is an important goal for many If you are a grandparent, it’s natural

Inheritance Tax

Inheritance Tax Passing assets tax-efficiently to the next generation Making provision for your loved ones after you have gone is

Making a Will

Making a Will Have you decided what happens to your money, property and possessions after your death? Since the outbreak

Preserving your wealth

Preserving your wealth Developing a clear plan for your wealth and property Whether you have earned your wealth, inherited it