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

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

Types of Trusts – How To Give Away Your Wealth And Keep Some Control

Trusts are not a one-size-fits-all solution, but they are incredibly useful for protecting and giving you control over your assets. Certain types of trusts, where appropriate, can be used for minimising or mitigating Inheritance Tax estate taxes, and they can offer other benefits as part of a holistic approach to managing wealth. A trust [...]

By |2020-07-27T10:29:09+01:00April 18th, 2020|Estate Planning|0 Comments

Understanding Inheritance Tax Gifts

If you can afford to do so, making inheritance tax gifts e.g gifting money before death or passing on assets to family members or loved ones, can be an excellent way of ultimately paying less to the tax man. Whilst we are all free to do this whenever we want, this blog aims to [...]

By |2020-07-27T10:38:52+01:00January 28th, 2020|Estate Planning|0 Comments
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