Pension and Inheritance Tax – changes you should know
New rules on pensions and Inheritance Tax are set to reshape estate planning. Anna Dawson, Private Client Adviser, highlights the impact of these changes and steps you can take to protect your wealth for future generations.
Trusts – are you meeting your responsibilities?
Trusts can be a powerful tool in protecting your financial legacy but managing them comes with important responsibilities. Keith Harrison, Private Client Adviser, explains how trusts work and what every trustee needs to know.
Plan ahead to protect more of your wealth
As you get older, it’s important to organise your estate so that more of your hard-earned wealth is passed on to your loved ones tax efficiently. We explain how to protect more of your wealth.
Reduce your IHT bill by making lifetime gifts
Graeme Wolfe discusses how gifting can help you to pass on more wealth tax efficiently by reducing the value of your estate.
Are you saving enough for the next generation?
With both increasing life expectancy and many workers struggling to save, this is creating a ‘perfect storm’ for future retirees from the younger generations. We look at how you can help future generations.
What’s the future of Inheritance Tax?
With record receipts generated over the past year, we look at the potential future of what’s often branded as Britain’s ‘most hated tax’ and actions you can take.