Minimise Inheritance Tax
Allow your loved ones to benefit more from your accumulated wealth Effective planning minimises the burden of Inheritance Tax (IHT), allowing your loved ones to benefit more from your accumulated wealth. If the value of your estate is above the £325,000 threshold (2024/25 tax year), the part of your estate above it could be liable […]
Caring for grandchildren
How it can help you boost your State Pension Around one in five grandparents over the age of 50 in the UK provide childcare help for their grandchildren, but thousands may be missing out on a valuable scheme that could increase their State Pension entitlement[1]. Soaring childcare costs mean many parents turn to grandparents to […]
Business matters
Time to focus on the financial health of your business? As a business owner, you may well have complex finances. With such a focus on building and running a successful business, you may struggle to give your finances – particularly your personal finances – the attention they need.
Financial protection
How to recover quickly and minimise the impact should the worst happen Whether you’ve been in charge of a successful business for several years or have only recently started up your own enterprise, it’s important to understand the challenges and potential pitfalls and to think of ways of minimising their impact.
Planning for your retirement
Tax benefits could make a big difference to your future wealth You’ve nurtured your business, but have you paid the same attention to your retirement plans? Some business owners focus a lot of time and energy on making plans for the future of their business, but when it comes to their personal financial future, many […]
Succession planning
Preparing yourself, your family and your business for the future The operational demands of running a family business or other closely held enterprise can be all-consuming, but business leaders must take the time needed to assess their organisation’s business succession planning.
Estate planning and Inheritance Tax
Don’t jeopardise the livelihood of your family and your business partners Owning a business is time-consuming. Your focus is on managing the day-to-day tasks while growing the business. There’s little time left to think about anything else, especially what would happen if something happened to you. Not having an estate plan in place risks undermining […]