Wealth preservation

Wealth preservation Planning steps to consider when passing wealth in the most tax-efficient way Whether you have earned your wealth,

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

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

Wealth preservation

Wealth preservation The 6 things you need to consider to help preserve your wealth Whether you have earned your wealth,

Trusts

Trusts How to give away your wealth and keep some control Trusts are not a one-size-fits-all solution, but they are

Wealth Preservation

Wealth preservation Reducing Inheritance Tax means taking action now Without professional advice and careful financial planning, HM Revenue & Customs