Estate planning

Get financial advice for life events. Plan key life moments confidently with expert guidance for a secure financial future.

How much student debt can be, and what the pros and cons are of helping your child or grandchild to pay it off?

Discover how preparing your children for inheritance builds confidence, prevents conflict, and protects your legacy across generations.

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.

Discover how financial planning for women can be more accessible, with a focus on personal goals, family involvement, and long-term support.

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

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

Discover strategies to protect your farm, business, or land from inheritance tax following the October 2024 Budget changes to relief.

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

We explore whether you can fund the cost of care, whilst at the same time protecting your children's inheritance from nursing home costs.

With high house prices, university fees, and a cost-of-living crisis, it's no surprise that more grandparents are gifting money to grandchildren.

Despite the uncertainties, we look at the things you can do that may help to ease the impact of potential VAT on school fees

Bringing up the subject of inheritance with your parents can be difficult. Get practical tips on how to get started and what to discuss.

Inheritance tax is often associated with married couples and families, but what about singles, cohabiting couples or people who don’t have children?

Inheritance tax (IHT) payments reached unprecedented levels earlier this year, setting a new record for the highest ever monthly collection.

Want to make sure your money benefits your family? You'll need an intergenerational plan to ensure your money goes to those you intend.

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.

The moment your Will is finalised, subsequent changes to your circumstances can affect your estate inheritance plans - including for your children

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

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

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

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.

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

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

The financial expert you choose largely depends on your needs – but one thing that overrides everything else is finding someone you trust.

We're all living longer and costly later-life care for many is becoming a reality. It's vital to start planning early to help cover the costs

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

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

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

Make sure more of your wealth is on passed to your loved ones; setting up trusts and gifting can help reduce any inheritance tax due

No one wants to think about their death, but preparing financially could spare your loved ones unnecessary distress and financial expense

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

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

Kerry McCaughan looks at four critical stages of family financial business planning: protection, profit, succession and 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

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.

While a trust fund baby often suggests someone with a privileged background living off their rich parents, setting up a trust for children is often a sensible way to ensure your wealth is handed down responsibly.

Whatever the reason for the windfall, we believe it’s essential to explore your options when it comes to making the most of your money.

Retirement is a time to focus more on leisurely pursuits - so how can you make the most of your pension so you can make the most of your retirement?

Find out how to manage your investment risk by investing in different kinds of assets to neutralise the impact of poorer performing assets.

Retirement means different things to different people, but we all still want it to be a fulfilling time of life. That's why a good retirement plan should be more than just a pension.

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.