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Financial Planning
September 2020
Supporting younger generations
Financial Planning
September 2020
Giving grandchildren financial security is an important goal for many If you are a grandparent, it’s natural to want to help out the family. And if you’re able to give a financial boost – whether it’s a loan or a gift – to the younger generation, it can be enormously rewarding for you too. Read full article
Estate Planning
August 2020
Preserving your wealth
Estate Planning
August 2020
Developing a clear plan for your wealth and property Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of the taxman and that it can be enjoyed by you, your family and your intended beneficiaries. Read full article
Estate Planning
January 2020
Estate protection
Estate Planning
January 2020
  Preserving your wealth and transferring it effectively Estate planning is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or incapacitation. Read full article
Inheritance Tax
November 2019
Inheritance Tax
Inheritance Tax
November 2019
  Passing assets efficiently to the next generation No one wants to think about their hard-earned wealth going to waste after they die. It’s up to you to decide who gets what. The people who could benefit from your estate include your partner or spouse, children and other family members, friends, and charities. Family dynamics are complex, but they tend to be the main beneficiaries. Read full article
Insurance
October 2019
Life insurance options
Insurance
October 2019
  When it comes to your life insurance, you’ve got options If you want to continue to make sure your family are looked in the event of your premature death, then you should consider your life insurance options. Life is complicated and can be unpredictable, so it’s important that you assess which different types of life insurance match your requirements. Read full article
Trusts
September 2019
Trusts
Trusts
September 2019
  How to give away your wealth and keep some control Trusts are not a one-size-fits-all solution, but they are incredibly useful for protecting and giving you control over your assets. Appropriate trusts can be used for minimising or mitigating Inheritance Tax estate taxes, and they can offer other benefits as part of an integrated and coordinated approach to managing wealth. Read full article
Uncategorized
September 2019
Making a Will
Uncategorized
September 2019
  Secure more of your wealth for your loved ones If a person wants to be sure their wishes will be met after they die, then it’s important to have a Will. A Will is the only way to make sure savings and possessions forming an estate go to the people and causes that the person cares about. Unmarried partners, including same-sex couples who don’t have a registered civil partnership, have no right to inherit if there is no Will. Another of the main reasons for drawing up a Will is to mitigate a potential Inheritance Tax liability. Read full article
Estate Planning
July 2019
Healthy, wealthy and well advised
Estate Planning
July 2019
  Financial complexities of passing on wealth Passing on wealth is a sensitive subject, not just because of the financial complexities of it all, but also the emotion and family politics involved. Read full article
Estate Planning
July 2019
Making a Will
Estate Planning
July 2019
  Continuing your support long into the future We spend our lives working to provide for ourselves and our loved ones. You may have a house or flat (in the UK or overseas), shares, savings, and investments, as well as your personal possessions. All of these assets are your ‘estate’. Making a Will ensures that when you die, your estate is shared according to your wishes. Read full article
Tax Planning
May 2019
Do your numbers add up?
Tax Planning
May 2019
  Tax-efficient ways to fund the next generation It’s natural we may want to give younger members of our family a financial start in life. Especially when we hear about some students graduating with eye-watering levels of debt. If you are able to help your children or grandchildren without risking running out of money yourself, it’s important that you do so effectively. Read full article

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