Monthly Archives: March 2014

Trust solutions

Posted on March 3, 2014 by - Protection

Managing wealth
We can advise you on a range of different trust solutions, each designed with a particular purpose in mind. (more…)


Posted on March 3, 2014 by - Protection

Helping you control and protect your assets

One of the most effective ways you can manage your estate planning is through setting up a trust. The structures into which you can transfer your assets can have lasting consequences for you and your family, so it is important that you obtain professional advice
as the right structures can protect assets and give your family lasting benefits. (more…)

A gift with reservation

Posted on March 3, 2014 by - Protection

Getting the full benefit
A gift with reservation is a gift that is not fully given away. Where gifts with reservation were made on or after 18 March 1986, you can include the assets as part of your estate, but there is no seven-year limit as there is for outright gifts. A gift may begin as a gift with reservation, but some time later the reservation may cease. (more…)

Exempt gifts

Posted on March 3, 2014 by - Protection

Passing on parts of your estate

There are some important exemptions that allow you to legally pass your estate on to others, both before and after your death, without it being subject to Inheritance Tax. (more…)

Make a Will

Posted on March 3, 2014 by - Protection

Sharing out your estate

Planning your finances in advance should help you ensure that when you die, everything you own goes where you want it to. Making a Will is the first step in ensuring that your estate is shared out exactly as you want it to be. (more…)