
Making financial gifts
Making financial gifts Passing on your assets effectively whilst you’re alive Some people like to transfer some of their assets
Making financial gifts Passing on your assets effectively whilst you’re alive Some people like to transfer some of their assets
Inheritance Tax How do you leave a legacy which serves your family’s best interests? Will you be one of the
Protecting your estate for future generations Many individuals find the Inheritance Tax rules too complicated If you struggle to navigate
Wealth preservation Reducing Inheritance Tax means taking action now Without professional advice and careful financial planning, HM Revenue & Customs
IHT reaches ‘record high’ £5.3bn in 2017/18 HMRC collected a “record high” £5.3bn through inheritance tax (IHT) last year, according
Lifetime transfers Potential implications of such gifts with regard to Inheritance Tax Some people like to transfer some of their
Your wealth. Your legacy Families shying away from difficult conversations If you have significant assets, you may be wondering whether
Passing on wealth without further tax charges Over-55s risk falling prey to the inheritance ‘sibling tax trap’ On 6 April
Inheritance Tax Planning could save a family hundreds of thousands of pounds payable Effective estate preservation planning could save a
Trusts An important part of your estate preservation process If you want to mitigate the effects of Inheritance Tax (IHT)