Wealth preservation
Wealth preservation Planning steps to consider when passing wealth in the most tax-efficient way Whether you have earned your wealth,
Lasting power of attorney
Lasting power of attorney Taking control of decisions even in the event you can’t make them yourself A lasting power
Trusts
Trusts ’Ring-fencing’ assets to minimise or mitigate Inheritance Tax Appropriate Trusts can be used for minimising or mitigating Inheritance Tax
Making a Will
Making a Will Failure to take action could compromise the long-term financial security of the family If you want to
Lifetime transfers
Lifetime transfers Potential implications of such gifts with regard to Inheritance Tax If appropriate, you can transfer some of your
Residence nil-rate band
Residence nil-rate band Owning a residence which is left to direct descendants The Inheritance Tax residence nil-rate band came into
Inheritance Tax
Inheritance Tax Minimise taxes, court costs and unnecessary legal fees with effective estate planning Effective estate preservation planning could save
Wealth transfer and the next generation
Wealth transfer and the next generation How much should you try to save to have a comfortable retirement? We spend
Wealth preservation
Wealth preservation The 6 things you need to consider to help preserve your wealth Whether you have earned your wealth,
Lasting power of attorney
Lasting power of attorney Allowing someone to make decisions for you, or acting on your behalf A lasting power of
Trusts
Trusts How to give away your wealth and keep some control Trusts are not a one-size-fits-all solution, but they are
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