Category: Inheritance

Inheritance Tax

Will you be one of the thousands of households in Britain that will have to pay Inheritance Tax? What’s the best way to avoid it? If you’re administering an estate because someone has died, how do you obtain probate? Is it ever possible to retrospectively minimise an estate’s tax liabilities?

/ 9th October 2019

Safeguarding your wealth for future generations!

Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth for future generations. But for many of us, there can be a remarkable gap between our intentions and our actions...

/ 19th April 2019

Wealth Navigator

You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. But some people find the idea of discussing inheritance uncomfortable and subsequently put off estate planning until, in some instances, it may be too late to make a difference...

/ 4th December 2018

Guide to Inheritance Tax

When we die, we like to imagine that we can pass on our assets to our loved ones so that they can benefit from them. In order for them to benefit fully from your assets, it is important to consider the impact of Inheritance Tax...

/ 30th July 2018

Your Wealth, Your Legacy

If you have significant assets, you may be wondering whether inheritance tax (IHT) affects you. Worryingly, some families appear to be shying away from difficult conversations, as almost half (47%) of UK adults say they have never discussed inheritance matters...

/ 19th February 2018

Guide to Protection: Protecting, preserving and ultimately, distributing your wealth.

No matter what the current economic environment, adhering to a few sound and well-practiced strategies will help you to prepare for the future. While your individual situation will always have its unique qualities, our guide provides suggestions to consider as you review your family’s long-term protection plans...

/ 21st November 2017

Inheritance Tax Planning: the Basics

There are many things to consider when looking to protect your family and your home. Protecting your estate is ultimately about securing more of your wealth for your loved ones and planning for what will happen after your death to make the lives of your loved ones much easier.

/ 18th September 2017