11 September 2024
5 practical ways to help older relatives manage their finances
If you’d like to better support your elderly relatives with their finances, here are 5 practical ways you can help them manage their wealth
29 July 2024
How do I protect my children’s inheritance from nursing home costs?
We explore whether you can fund the cost of care, whilst at the same time protecting your children's inheritance from nursing home costs.
26 July 2024
Gifting money to grandchildren
With high house prices, university fees, and a cost-of-living crisis, it's no surprise that more grandparents are gifting money to grandchildren.
23 July 2024
How to prepare financially for a bereavement
Despite the uncertainties, we look at the things you can do that may help to ease the impact of potential VAT on school fees
22 July 2024
How to raise the subject of inheritance with your parents
Bringing up the subject of inheritance with your parents can be difficult. Get practical tips on how to get started and what to discuss.
16 June 2024
How Inheritance Tax works for single individuals and childless couples
Inheritance tax is often associated with married couples and families, but what about singles, cohabiting couples or people who don’t have children?
13 June 2024
Inheritance tax payments reach unprecedented heights
Inheritance tax (IHT) payments reached unprecedented levels earlier this year, setting a new record for the highest ever monthly collection.
2 April 2024
Intergenerational Planning: What is it and how can it be used?
Want to make sure your money benefits your family? You'll need an intergenerational plan to ensure your money goes to those you intend.
23 February 2024
Estate planning for wealthy families
Estate planning is not just about who gets what; it's about preserving your wealth, reducing your taxes, and making sure it goes exactly where you want.
12 February 2024
Keeping your estate inheritance in the bloodline
The moment your Will is finalised, subsequent changes to your circumstances can affect your estate inheritance plans - including for your children