Making financial gifts

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

Residence nil-rate band

Residence nil-rate band How to apply the additional threshold The Inheritance Tax residence nil-rate band (RNRB) came into effect on

Inheritance tax

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

Making a Will

Making a Will Is it time to think about what you have and what you want to happen to it?

Estate Planning Awards 2018

PP Trusts receive recognition for Estate Planning Excellence We are delighted to announce that PP Trusts have been awarded with

Averting a later-life financial crisis

Averting a later-life financial crisis More retirees drawing pensions without LPAs People are generally living longer these days. Increasingly, more

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