Tel: 01443 670149

Mobile: 07585 592494

Tel: 01443 670149

Mobile: 07585 592494

BOOK APPT

What is a Will and Why Do You Need One?

Simply put, a last Will and testament (which is a legally binding document) is needed to ensure that after your death, specific assets, money and possessions go to the particular people and/or organisations you choose. These will include children and other family or friends you want to support and and any charitable donations you [...]

By |2022-06-16T21:15:58+01:00June 8th, 2022|Estate Planning|0 Comments

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

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

Business Succession Planning

'My business is my pension' This is a common phrase amongst business owners, but all to often business succession planning is something left far too late. In today's video we look at a few of the reasons why it should be addressed sooner, to ensure you will be able to meet your financial [...]

By |2021-04-14T10:38:42+01:00April 10th, 2021|Financial Planning|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

Lasting Powers of Attorney

What is a lasting power of attorney? Enabling someone you trust to make decisions for you, or act on your behalf Lasting powers of attorney (LPAs) enable individuals to take control of decisions that affect them, even in the event that they can’t make those decisions for themselves. Without them, loved ones could [...]

By |2022-06-04T23:10:26+01:00February 24th, 2020|Estate Planning, Financial Planning|1 Comment

How to Avoid Inheritance Tax in the UK

Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs. With careful planning and professional financial advice, you can learn how to avoid inheritance tax in the UK by taking [...]

By |2021-12-14T09:46:07+00:00January 6th, 2020|Estate Planning|0 Comments
Go to Top