Early Gifting of part of your Inheritance
If you were to gift part of your inheritance early to a family member what concerns might you have?
Guide to Wealth Succession: Pensions of Significant Value
he Budget in March brought some welcome but unexpected changes to pension tax, the most significant of which was the abolition of the pension Lifetime Allowance (LTA) charge…
Guide to Wealth Succession
One of the most interesting announcements for our clients included the abolishing of the Lifetime Allowance on tax-free pension contributions…
Guide to Wealth Succession: Making the Right Preparations for Future Generations
In this issue, financial planning can be an uncomfortable conversation for many, but thankfully attitudes towards talking about money are changing.
Preserving your Wealth – Developing a clear plan for your wealth and property
Welcome to the 2nd Half of the Year…
Planning can sometimes be a matter of life and death
Here is something I recommend you review if we haven’t already discussed this personally face to face! Written by a friend…