Ten things to think about when making a Will
Making a Will is important to help individuals protect their loved ones when they die and ensure their estate is dealt with in the way they choose.
Preserving Your Wealth
Developing a clear plan for your wealth and property
Preserving Your Legacy
How to keep your wealth in the family
Estate Protection
Preserving your wealth and transferring it effectively
Healthy, Wealthy and Well Advised
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.
Inheritance tax
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 potentially face.
Keeping it in the family
Careful planning can reduce or even eliminate the inheritance tax payable
ISA rules and inheritance tax
Families set to pay millions in unnecessary tax
Generous grandparents
The bank that likes to say ‘yes’
