Topic: Protection

The later you leave it, the more limited your options will be
Successful planning is dependent on getting the foundations right, and it is most effective when it is conducted early. The later you leave it, the more limited your options will be. Current rules mean that the survivor of a marriage or registered civil partnership can benefit from up to double the Inheritance Tax threshold – 650,000 in the current tax year, in addition to the entitlement to the full spouse relief. (more…)

Is it time to evaluate your estate?
We can help you evaluate the size of your estate—which could include assets such as property, pensions, shares and personal property—and identify the opportunities that will help you avoid or reduce the amount of Inheritance Tax your family will have to pay on your estate and enable you to preserve wealth for your dependants if the worst comes to the worst. (more…)