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How To Avoid Inheritance Tax And Leave A Legacy For Your Family

Every year thousands of households in the UK that 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 [...]

By |2020-08-10T16:10:58+01:00August 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

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 (LPA) 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 |2020-07-27T10:35:14+01:00February 24th, 2020|Estate Planning, Financial 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

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 |2020-07-27T10:40:13+01:00January 6th, 2020|Estate Planning|0 Comments

Tax Efficient Gifts For Christmas

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 tax efficient gifts for Christmas. In this article: Exempted Gifts Savings Accounts Junior ISA Child's Pension Premium Bonds Trust Funds Exempted [...]

By |2020-07-27T10:41:20+01:00December 2nd, 2019|Estate Planning|0 Comments

It’s Official – I’m One Of The UK’s Top Rated Independent Financial Advisers!

It's not every day you receive an email titled: "Did you see yourself in The Times?" But that's exactly what I received this morning! On Saturday (23rd Feb 2019), the Times newspaper included a supplement called '2019 Guide to the UK's Top Rated Advisers' and I was delighted to hear my name featured in [...]

By |2019-06-02T16:09:42+01:00February 25th, 2019|Estate Planning, Financial Planning, Pensions, Wealth Management|0 Comments
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