Intergenerational wealth planning: Your options when passing on wealth to the next generation  31st July 2023

Ensuring your family is financially secure for the long term is a common goal. If it’s one of your priorities, intergenerational wealth planning could help you create a plan that suits you and your loved ones. There’s more than one way to pass on wealth to your family. Each option has advantages and drawbacks that […]

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The 3 types of tax you need to understand before investing in buy-to-let 4th July 2023

Investing in property is often seen as a savvy way to boost your long-term wealth. But, if you’re thinking about becoming a landlord, there are three taxes you need to factor into your plans to avoid an unforeseen bill.  Property prices have steadily increased in recent decades, so it’s not surprising that people are considering […]

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5 excellent reasons families use trusts

Trusts can be an incredibly useful way to pass on wealth and preserve assets. Yet, there’s a common myth that they’re only valuable for very wealthy families. Read on to discover why a trust may make sense for you. A trust is a legal arrangement that you could use to pass on assets. The trust […]

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7 common but potentially harmful Inheritance Tax myths debunked

Inheritance Tax (IHT) is often controversial – you may have heard of it referred to as “the most hated tax in Britain”. Yet, despite the coverage it receives, it’s often misunderstood. Common myths about IHT could mean you’re needlessly worrying about a potential bill or failing to take steps that could allow you to pass […]

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