5 reasons why you need an Estate Plan

5 reasons why you need an Estate Plan

If you don't have an estate plan, the aftermath of your passing could come with costly and unwelcome consequences for your loved ones

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Will my children receive their inheritance if I remarry?

With one in three marriages ending in divorce, and the majority of divorced couples remarrying, blended families have become the norm rather than the exception.

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What’s the difference between a will and a trust?

Wills and trusts are both important components of estate planning. It’s easy to confuse the two, but there are key differences between them

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Why everyone needs Lasting Powers of Attorney

Lasting Powers of Attorney protect you if you suddenly lost mental capacity and were unable to make any financial or welfare decisions for yourself

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Could paying for your child’s wedding result in an IHT bill?

While it’s traditional for parents to contribute, did you know paying for your child's wedding could result in a large inheritance tax bill

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What is an equity release lifetime mortgage?

Managing risk is a core element of investing. This article explains how professionals manage risk within investment portfolios

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Preparing for the Great Wealth Transfer

We take a look at intergenerational wealth planning, what it involves, and how you can help preserve the wealth within your family

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Couple enjoying retirement

The pros and cons of equity release

Equity release is a way of releasing money tied up inthe value of your property without you having to sell it,so you can continue to live there. It’s available to people aged over 55 –but it does come with risks attached.

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Gifting in your lifetime to reduce inheritance tax

As well as being there to see your family's enjoyment, gifting is also a great way to reduce the value of your estate for Inheritance Tax

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What happens to my pension when I die?

There are several different types of pension, each one with varying rules that apply depending on whether you die before or after your retire

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9 ways to reduce the inheritance tax bill for your family

There are many ways to reduce inheritance tax for your family. A good financial planner might be able to help you eliminate it completely.

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Why everyone should set up a Power of Attorney

As we get older, there are a few fundamental ‘financial housekeeping’ steps -o ne of the most important is setting up a Power of Attorney

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Why making a will matters to your family

Making a will is the first and vital step to shielding your loved ones from unnecessary additional stress and worry, should the worst happen

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Brothers disagreeing over family inheritance

How to stop family disputes over an inheritance

Family disputes over money and inheritance are on the rise, with more people in England and Wales turning to the courts to contest a will than ever before

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Are your children ready to take on your inheritance?

Are your children ready to take on your inheritance?

If you plan to leave a significant inheritance to your children, make sure they have the know-how to manage it sensibly?

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Retirement and Estate Planning

Tax-efficient ways to leave a legacy

Inheritance tax can cause chaos for families during what is already a difficult time, which is why it’s worth planning the most efficient way to leave your legacy.

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Most common estate planning mistakes

Estate Planning mistakes to avoid

Planning your estate to leave more than just memories to your loved ones is a wonderful position to be in, but there are a number of mistakes to avoid.

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