News Insights
Residence nil rate band
Bringing more estates into the scope of taxation The advent of the ‘residence nil rate band’ (RNRB) has significantly simplified the process for certain individuals
Wealth transfer through pensions
A robust vehicle largely insulated from Inheritance Tax In the realm of estate preservation, the strategic transfer of wealth to subsequent generations is paramount. Notably,
Making a Will
Dictate the allocation of your assets, finances and personal property Your Last Will and Testament is a pivotal document that enables you to dictate the
Preparing a Will
What you need to consider Before preparing a Will, a person needs to consider what possessions they are likely to have when they die, including
Establishing a Power of Attorney within your estate plan
Reflecting your best interests when you’re not in a position to do so The significance of an estate plan transcends the mere distribution of your
Strategic value of trusts in estate planning
A well-structured trust can serve as a means to mitigate one’s Inheritance Tax liability Then you decide to establish a trust, it allows you to
Business Relief
Solution to significantly reducing a potential future Inheritance Tax bill If you have business owner status, or have shares of a business, this will be
Strategies to maximise wealth preservation
Securing your financial legacy for future generations Whether through diligent work, wise investments or an inheritance, achieving financial prosperity brings with it the responsibility of