Making financial gifts

Making financial gifts Passing on your assets effectively whilst you’re alive Some people like to transfer some of their assets

Inheritance tax

Inheritance Tax How do you leave a legacy which serves your family’s best interests? Will you be one of the

Wealth Preservation

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

Lifetime transfers

Lifetime transfers Potential implications of such gifts with regard to Inheritance Tax Some people like to transfer some of their

Your wealth. Your Legacy

Your wealth. Your legacy Families shying away from difficult conversations If you have significant assets, you may be wondering whether

Inheritance tax

Inheritance Tax Planning could save a family hundreds of thousands of pounds payable Effective estate preservation planning could save a

Trusts

Trusts An important part of your estate preservation process If you want to mitigate the effects of Inheritance Tax (IHT)