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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

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
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