Category Archives: Estate planning

Over six million adults refuse to discuss their Will with loved ones Making a Will is very important if you care what happens to your money and your belongings after you die, and most of us do. But have you … Continue reading →

No longer something that only affects the very wealthy Inheritance Tax is no longer something that only affects the very wealthy, but the good news is that there are ways to limit the amount of Inheritance Tax your family may … Continue reading →

Steps to mitigate against Inheritance Tax Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth for future generations. But for many of us, there can be … Continue reading →

Planning your legacy Unforeseen life events and circumstances can potentially impact your finances in a number of ways. Believe it or not, you have an estate. In fact, nearly everyone does.

Careful planning can reduce or even eliminate the Inheritance Tax payable Intergenerational planning helps you put financial measures in place to benefit your children later in life, and possibly even your future grandchildren, so it’s important to start planning early.

Passing your wealth on to the next generation You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. But some people find the idea of … Continue reading →

Families set to pay millions in unnecessary tax There’s a fundamental lack of awareness and understanding around Inheritance Tax, especially when it comes to how Individual Savings Accounts (ISAs) are treated after death. Given that some people have been able … Continue reading →

How a simple list can help your loved ones after your death Although it may not feel like it, your family finances are probably more precarious than you think. It’s all well and good when the breadwinners are healthy and … Continue reading →

Larger individual wealth and expectation of substantial inheritances With estate planning, you can decide what happens to your money and possessions – even your pets – if something happens to you. But estate planning is useful in other ways too: … Continue reading →

Many individuals find the Inheritance Tax rules too complicated If you struggle to navigate the UK’s Inheritance Tax regime, you are not alone. Whether you are setting up your estate planning or sorting out the estate of a departed family … Continue reading →