Future generations
Passing on money securely, and efficiently, to those you love and the causes you cherish Preserving wealth for future generations is an important part of a comprehensive financial plan. Planning is one key element in achieving this goal. Passing on wealth you have worked hard to build is often complicated. But with careful planning, we […]
Power of pensions
Tax-efficient solution for passing on your wealth Passing wealth through the family, for most, is an important part of their estate preservation planning process. Pension funds are typically free of Inheritance Tax provided the scheme trustees/administrator has discretion over the payment of death benefits.
Intergenerational wealth transfer plans
Transferring of wealth from one family generation to the next With careful planning it is possible to significantly reduce the need for your estate to pay Inheritance Tax. We spend a lifetime generating wealth and assets but not many of us ensure that it will be passed to the next generation – our children, grandchildren, […]
Roadmap for success
An important step to take on the path to financial stability Wherever we find ourselves on life’s journey, we all have different reasons for the choices we make in life. And some of the most personal decisions we make will involve money. Early retirement. Buying a property. Saving for a child’s education.
Extending the scope of the trust register
Deadline for non-taxable trust registrations announced When you put assets in a trust, they are under the control of an appointed person or persons called ‘trustees’. The trustees then manage the trust according to your instructions, even after your death.
Making a Will
Distributing financial wealth or possessions in an orderly fashion A valid Will is an incredibly important part of estate preservation planning and will ensure that should the worst happen, your assets, whether they be financial wealth or possessions, are distributed in an orderly fashion to the right beneficiaries.
