Pre-year-end tax planning

Pre-year-end tax planning Tax-saving actions to take before the deadline As we approach the end of the current tax year

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

Writing a Will

Writing a Will Opportunity to express your preferences and ensure your wishes are respected For residents of England or Wales

Leaving your legacy behind

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

Making a Will

Making a Will Avoid legal wrangles and confusion over who will benefit from your estate A valid Will is an

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

Time to talk

Time to talk Discussing Wills and trusts with adult children or dependents Wealth transfer has become an important issue for

Leaving your legacy behind

Leaving your legacy behind Considerations when making a Will Thinking about death isn’t easy. Talking about it is even harder.