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Estate Planning
August 2021
Leaving Your Legacy Behind
Estate Planning
August 2021
Considerations when making a Will. Thinking about death isn’t easy. Talking about it is even harder. The reality of our own mortality is a tough subject, but a discussion will ensure your assets are left to the right people. If… Read full article
Estate Planning
August 2021
Have You Made A Will Yet?
Estate Planning
August 2021
Recent research shows that as many as three in five UK adults have not yet made provisions. It’s important to make sure that after you die, your assets and possessions go to the people and organisations you choose, such as… Read full article
Estate Planning Wealth Preservation
April 2021
Protecting your assets for the next generation
Estate Planning Wealth Preservation
April 2021
Six tips for wealth preservation and transfer planning Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs. Read full article
Estate Planning
February 2021
Is the future of your loved ones in good hands?
Estate Planning
February 2021
Coronavirus spurs one in six to take action on their Will. Have you decided what will happen to your property and belongings after your death? It is never too early to be thinking of making a Will and to ensure that your assets and estate go to the people you want them to. If you don’t, that may not happen. Read full article
Estate Planning
November 2020
Passage of wealth
Estate Planning
November 2020
How to secure your family’s financial future? 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, nieces, nephews, and so on. Intergenerational wealth transfer is the passage of wealth from one family generation to the next. Read full article
Estate Planning
October 2020
Estate Planning to pass assets to your loved ones
Estate Planning
October 2020
Have you decided what happens to your money, property and possessions after your death? Since the outbreak of coronavirus (COVID-19), the number of people seeking to write new Wills has risen by over 30%, according to The Law Society. Understandably, the current situation is causing angst among people, particularly elderly and vulnerable clients who are currently self-isolating. Read full article
Estate Planning
August 2020
Preserving your wealth
Estate Planning
August 2020
Developing a clear plan for your wealth and property Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of the taxman and that it can be enjoyed by you, your family and your intended beneficiaries. Read full article
Estate Planning
May 2020
Preserving your legacy
Estate Planning
May 2020
How to keep your wealth in the family Are you worried about leaving an inheritance to your loved ones and then having them pay tax on your legacy? No one likes to think about a time when they won’t be here, but unfortunately the reality is that some people aren’t prepared financially. Read full article
Estate Planning
January 2020
Estate protection
Estate Planning
January 2020
  Preserving your wealth and transferring it effectively Estate planning is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or incapacitation. Read full article
Estate Planning
July 2019
Healthy, wealthy and well advised
Estate Planning
July 2019
  Financial complexities of passing on wealth Passing on wealth is a sensitive subject, not just because of the financial complexities of it all, but also the emotion and family politics involved. Read full article

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