Legacy Planner – Securing your legacy
Take some time to plan for what happens after you pass away – we have a created the Legacy Planner, an easy to complete document which serves as your comprehensive financial and estate inventory.
Read ArticleInheritance & succession
Wealth experts weigh up IHT workarounds
You have more control over the Inheritance Tax your family pays than you might think, but each option to mitigate the levy has to be carefully weighed in the balance.
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Inheritance Tax:
Good news and (potentially) very bad
Now might be an advantageous time to utilise lifetime gifting to reduce Inheritance Tax liabilities, but there is also a broader tax picture to take account of too.
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Client trends July 2019: Wealth worries worsen as summer heats up
From trade wars to the threat of a socialist government raiding family wealth, there is much for affluent individuals to worry about this month.
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