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 How to apply the additional threshold The Inheritance Tax residence nil-rate band (RNRB) came into effect on
Inheritance Tax How do you leave a legacy which serves your family’s best interests? Will you be one of the
Making investment decisions into old age Seven in ten retirees have not set up a Lasting Power of Attorney More
Making a Will Is it time to think about what you have and what you want to happen to it?
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 More retirees drawing pensions without LPAs People are generally living longer these days. Increasingly, more