Gifting in your lifetime to reduce inheritance tax

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

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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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The four key stages of financial business planning

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

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Tax planning considerations for expats

Tax planning considerations for expats

While you should never base investment decisions solely on tax efficiency, there are several ways to reduce your tax bill in retirement.

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Reducing retirement tax bill

11 ways to reduce your tax bill in retirement

While you should never base investment decisions solely on tax efficiency, there are several ways to reduce your tax bill in retirement.

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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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