Estate planning: balancing family, tax and future care
Estate planning is a careful balance between supporting your family, managing inheritance tax and preparing for future care costs, helping you protect wealth while maintaining flexibility and long term financial security.
Planning beyond £2 million: Life, legacy and tax strategies
As your wealth grows beyond £2 million, planning becomes essential. Martin Johnston of Amber River HDA explains how to protect your legacy, enjoy your retirement, and reduce future tax exposure—especially with upcoming changes to pension rules and the £2 million threshold for Inheritance Tax relief.
How to prepare your pension and estate plan for the 2027 reforms
From April 2027, pensions will be included in inheritance tax. Discover how this change could affect your estate and practical steps to prepare.