Trusts

Trusts ‘Ring-fencing’ assets to protect family wealth for future generations You may want to consider putting some of your assets

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

Preserving your family’s wealth

Preserving your family’s wealth Achieving the right balance of control, access, flexibility and tax advantages Inheritance Tax is a tax

Inheritance Tax

Inheritance Tax What will your legacy look like? Intergenerational planning helps you put financial measures in place to benefit your

Intergenerational financial planning

Intergenerational financial planning COVID-19 increases desire for sustainable investing for half of UK adults The coronavirus (COVID-19) pandemic has prompted

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