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.

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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.

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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

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Inheritance Tax

How much money can I leave without an Inheritance Tax bill?

Without careful planning, leaving your family with an inheritance may come with a sting in the tail. But there are ways to minimise IHT.

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Amber River

Can I give my house to my children to avoid inheritance tax?

Gifting property to children or family members during your lifetime is incredibly generous, but there are potential pitfalls you need to avoid

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advice on Inheritance Tax

Who’s the best person to advise on Inheritance Tax?

If navigating Inheritance Tax feels like a bewildering maze, you're not alone. We take a look at where you can go for advice on inheritance tax?

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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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What should I do with an inheritance received in my 60s?

Receiving an inheritance in your 60s could affect the value of your estate, and the amount of inheritance tax due.

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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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