Wealth preservation

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

Making a Will

Making a Will Failure to take action could compromise the long-term financial security of the family If a person wants

Lifetime transfers

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

Dignity Protection

Protect the things that mean the most to you Cohabiting families risking their family’s financial future The lifestyle of our

Your wealth. Your Legacy

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

Untying the knot

Untying the knot Divorcees twice as likely to have no savings A daunting part of a separation or divorce for

Residence nil-rate band planning

Residence nil-rate band Owning a residence which is left to direct descendants The Inheritance Tax residence nil-rate band (RNRB) came

Inheritance tax

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

Family Trusts

Family Trusts ‘Ring-fencing’ assets to minimise or mitigate Inheritance Tax Appropriate trusts can be used for minimising or mitigating Inheritance Tax


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

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