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
Trusted Financial Advice
Category: Family
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
Inheritance Tax
Leave your money for your family, not the taxman
There are many things to consider when looking to protect your family and your home. Protecting your ... 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
Power of Attorney
Planning for the unexpected
A Power of Attorney is a legal document that allows you to give someone else the legal authority to act on ... 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
Bank of Mum and Dad
The UK’s most lenient lender?
The Bank of Mum and Dad is potentially the UK’s most lenient lender. Its relaxed approach means it ... Read More
Your wealth. Your legacy
Families shying away from difficult conversations
If you have significant assets, you may be wondering whether Inheritance Tax (IHT) affects you. Worryingly, some families appear ... Read More
Priceless education
Choosing an independent school is a serious investment
Parents or grandparents wishing to give their children or grandchildren the benefit of an independent education face startling ... Read More
Protect the things that mean the most to you
Cohabiting families risking their family’s financial future
The lifestyle of our loved ones may be seriously compromised if we ... Read More