fbpx

News

View our latest news stories here.

Trusts
April 2021
The Benefits of Discretionary Trusts
Trusts
April 2021
Wide class of potential beneficiaries With a Discretionary Trust, the settlor makes a gift into Trust, and the trustees hold the trust fund for a wide class of potential beneficiaries. This is known as ‘settled’ or ‘relevant’ property. For lump sum investments, the initial gift is a chargeable lifetime transfer for Inheritance Tax purposes. Read full article
Investment
November 2020
Festive Financial Family Gifts
Investment
November 2020
Deciding on the right investments for the children in your life As the festive season approaches, have you thought about gifting your children or grandchildren something different this Christmas? Giving them a good start in life by making investments into their future can make all the difference in today’s more complex world. Read full article

test.