Tag: 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

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

Passing on Wealth Without Further Tax Charges

On 6th April 2017, a new additional main residence nil-rate band (RNRB) was introduced, which allows for less inheritance tax to be paid in situations when a family home is left to children, grandchildren or certain other ‘qualifying beneficiaries’ – including stepchildren and foster children...

/ 31st July 2017

A Guide to Independent Savings Accounts (ISAs)

When it comes to creating and maintaining the right investment strategy, we can provide the professional advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals whether you are looking to invest for income or growth, or both...

/ 26th April 2017

Safeguarding Wealth for Future Generations

Although often in the news, Inheritance Tax (IHT) is still not widely understood. That’s worrying, because it affects thousands of families every year. If you thought IHT was just for extremely wealthy people to worry about, think again. The amount of IHT collected has doubled over the last five years...

/ 18th April 2017