What is Intergenerational Wealth Transfer?

2023-10-17T10:54:06+01:00Estate Planning, Wealth Management|

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 [...]

The Inheritance Tax Trap

2024-01-08T17:40:36+00:00Estate Planning, Podcast, Wealth Management|

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. [...]

IHT Exemptions

2021-11-22T13:36:01+00:00Estate Planning, Wealth Management|

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 [...]

Go to Top