Pension Planning for High Earners

Whether you're a business owner or an employee, pension planning for high earners is one of the most tax-efficient ways to invest your money.

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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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trusts

How does the Residence Nil-Rate Band affect trusts?

How you can ensure the Residence Nil-Rate Band is either fully utilised or transferred, including the use of trusts, to mitigate IHT?

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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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review your retirement plan

Why now is a good time to review your retirement plan

Changes to the Pension Lifetime Allowance and Annual Allowance mean you can put more money into your pension without attracting a tax charge

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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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Couple enjoying retirement

The pros and cons of equity release

Equity release is a way of releasing money tied up inthe value of your property without you having to sell it,so you can continue to live there. It’s available to people aged over 55 –but it does come with risks attached.

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The benefits of placing your life insurance in a trust

Placing your life insurance policy in trust could help your family avoid a big tax bill and lengthy probate delays upon payout

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Financial planning in your 60s

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

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Financial planning in your 50s

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

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