Succession Planning

Making a Will – Leaving Your Legacy Behind

2024-01-08T17:41:40+00:00Podcast|

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 [...]

What is a Will and Why Do You Need One?

2023-02-01T11:02:30+00:00Estate Planning|

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 [...]

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 [...]

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 [...]

Business Succession Planning

2023-10-16T23:40:00+01:00Financial 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 [...]

Go to Top