Trusted Financial Advice

Making a Will Failure to take action could compromise the long-term financial security of the family If a person wants to be sure their wishes will be met ... Read More

Lifetime transfers Potential implications of such gifts with regard to Inheritance Tax Some people like to transfer some of their assets whilst they are alive – these are ... Read More

Residence nil-rate band Owning a residence which is left to direct descendants The Inheritance Tax residence nil-rate band (RNRB) came into effect on 6 April 2017. The RNRB ... Read More

Inheritance Tax Planning could save a family hundreds of thousands of pounds payable Effective estate preservation planning could save a family a potential Inheritance Tax (IHT) bill amounting ... Read More

Long-term care Finding the money for looking after us if we need care in old age With the UK’s population ageing, more people will be living with long-term care ... Read More

‘Empty nesters’ plan to downsize Convenience rather than cash is the biggest motivation There are plenty of reasons why moving into a smaller home makes sense, and more ... Read More

Setting up a trust Reduce how much IHT your estate will have to pay on your death The structures into which you can transfer your assets can have ... Read More