Transferring wealth from one generation to the next is a difficult conversation topic. Encouraging your children's involvement in financial planning decisions now is a good way to ensure they are ready when the time comes.
We're thrilled to have been featured in The Times as a Top Rated Adviser for 2020...
Passing money from one generation to the next can be a difficult issue for parents. The key to instilling financial responsibility undoubtedly centres on education and open communication.
6 out of 7 bereaved partners could be paying unnecessary tax. Learn more...
In the 2016–17 tax year, HMRC raised a hefty £4.84bn in IHT, brought about largely by rising property prices that are seeing more and more families drawn inexorably into the tax net, despite doing nothing more than owning their own home.
Planning matters... There are several ways in which you can reduce your potential liability to IHT.
New research has demonstrated that those who receive financial advice are on average £40,000 better off than those who don’t. Read more...
New inheritance tax changes that families need to be aware of so that they can plan their wealth effectively for the future.
Under changes in the new rules, you can inherit an Individual Savings Account (ISA) from your spouse and retain the tax benefits...
