Estate planning

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

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

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