Please be aware that all applications received from Wednesday 18th December are unlikely to be processed until our office reopens in the New Year.
Many thanks for your understanding, we hope you have a Merry Christmas and a prosperous New Year.
In Brief: Navigating the complexities of inheritance
Thursday, 31 October 2024
Should you consider estate planning and gifting for future generations?
As we age or accumulate more wealth, protecting and preserving our assets for future generations becomes increasingly essential. This process, known as Inheritance Tax (IHT) planning, estate planning or intergenerational wealth planning, involves strategically managing your estate to minimise tax liabilities and ensure that your wealth is passed down to your loved ones in the most tax-efficient manner possible.
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change. Always remember when investing, past performance is not necessarily a guide to future performance and
the value of some investment units can fall as well as rise.
