Tel: 01443 670149

Mobile: 07585 592494

Tel: 01443 670149

Mobile: 07585 592494

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What is Intergenerational Wealth Transfer?

Intergenerational wealth transfer is essentially about transferring wealth from one generation to the next. This can be done through a variety of means, including inheritance, gifting money or property, trusts and investing in life insurance, each with their advantages and disadvantages. National statistics show that the net worth of the population is rising and [...]

By |2022-05-29T23:47:32+01:00May 25th, 2022|Estate Planning, Wealth Management|0 Comments

The Inheritance Tax Trap

In this podcast episode, I discuss how effective estate preservation planning could save a family a potential inheritance tax bill amounting to hundreds of thousands of pounds. Key Takeaways Inheritance Tax was introduced in 1986 replacing the old Capital Transfer Tax which itself replaced Estate Duty. [...]

By |2022-05-23T13:14:02+01:00May 18th, 2022|Estate Planning, Podcast, Wealth Management|0 Comments

IHT Exemptions

Are you aware of and therefore using all of your possible IHT exemptions? This video introduces a couple of the standard allowances available. A video transcript is provided further below, if you would prefer to read about it. IHT Exemptions - Video Transcript The tax [...]

By |2021-11-22T13:36:01+00:00December 18th, 2021|Estate Planning, Wealth Management|0 Comments

How To Avoid Inheritance Tax And Leave A Legacy For Your Family

Every year thousands of households in the UK will have to pay tax on their estate, so what’s the best way to avoid inheritance tax? If you’re administering an estate of someone who has died, how do you obtain probate? Is it possible to retrospectively minimise an estate’s tax liabilities? Inheritance Tax receipts reached [...]

By |2020-11-30T12:05:56+00:00August 8th, 2020|Estate Planning, Wealth Management|0 Comments
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