Legacy Planning

Tax Efficient Gifts For Christmas

2023-03-02T09:23:33+00:00Estate Planning|

If you’re looking to make sure your children or grandchildren benefit from your generosity rather than the taxman, here are the things to be aware when it comes to inheritance tax free or tax efficient gifts for Christmas. In this article: What is a Gift? Exempted Gifts Savings Accounts Junior ISA Child's Pension Premium [...]

Lasting Power of Attorney


This podcast episode continues with the estate planning theme, explaining the role of a Lasting Power Of Attorney for either health related matters or property and financial affairs. Key Takeaways An individual can create an LPA covering all their affairs or just their health and welfare. [...]

Making a Will – Leaving Your Legacy Behind


This next podcast in the estate planning series covers making a will to ensure your wishes are respected and enacted upon following your passing. Key Takeaways Unmarried couples have no right to any of the estate if there is no will. A will is essential [...]

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