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

Read More

Protect my children's inheritance

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.

Read More

Gifting money to grandchildren

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.

Read More

How to prepare for a bereavement

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

Read More

How to raise the conversation of inheritance with your parents

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.

Read More

Inheritance tax for single or childless people

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?

Read More

Dog on a walk

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.

Read More

Three generation family taking a selfie

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.

Read More

Estate planning for Wealthy Families

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.

Read More

estate inheritance

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

Read More