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
23 January 2024
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.
8 December 2023
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
23 October 2023
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?
15 June 2023
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
5 May 2023
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.
6 April 2023
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.
5 March 2023
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