9 ways to reduce the inheritance tax bill for your family

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

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Setting up trusts and gifting in your lifetime

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

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5 steps to prepare financially before your death

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

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Retirement and Estate Planning

Tax-efficient ways to leave a legacy

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.

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What to do with an unexpected windfall

What to do with an unexpected windfall

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.

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Making the most of your pension

How to make the most of your pension

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?

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Managing your investment risk

How to manage your investment risk

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

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Older couple enjoying retirement thanks to pension and sound retirement plan

A pension’s a good start – but what else makes a sound retirement plan?

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.

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Most common estate planning mistakes

Estate Planning mistakes to avoid

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.

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