Latest Financial News
Intergenerational wealth transfer
Preserving a family’s legacy, values and lessons learned over a lifetime Passing on wealth to the next generation is about more than money. It’s an
Residence Nil Rate Band
Extra tax-free allowance introduced on 6 April 2017 The Residence Nil Rate Band (RNRB) is an extra tax-free allowance introduced on 6 April 2017. It
Lifetime transfers and the seven-year rule
Valuable opportunities to strategically reduce your estate’s tax liability Potentially Exempt Transfers (PETs) and Chargeable Lifetime Transfers (CLTs) broadly define gifts made during an individual’s
Making a Will
A pivotal component of estate planning Your Last Will and Testament is an essential document that clarifies and controls how your estate will be handled
Preparing a Will
Peace of mind and clarity for your loved ones during challenging times Preparing a Will is an important step in ensuring that your assets are
Integrating a Power of Attorney
Safeguarding your wishes, maintaining control and providing certainty Estate planning encompasses much more than merely deciding who inherits your assets. It serves as a means
Private pensions inherited by beneficiaries will no longer escape IHT
How the changes to private pensions could impact your legacy For years, private pensions have offered a tax-efficient way to pass on wealth to loved
Vital steps in effective estate preservation
How to ensure your hard-earned prosperity benefits future generations Many of us work diligently to achieve financial independence. Whether it stems from years of hard
Financial planning for your children’s education
Education is one of the most significant and rewarding investments you can make for your child For many students, starting university marks an exciting new
