Bloodline planning may sound a little feudal, but it’s an important part of estate planning if you want to leave any sort of legacy for your immediate family. So, in the second of our new series “Top Questions About…” we look at bloodline planning: what it is, how to do it, and why you should […]
Bloodline Planning
Inheritance tax: who pays most and how to plan so your heirs pay as little as possible
How much is your estate worth? In general, if it’s worth over £325,000, your heirs may have to pay Inheritance Tax (IHT). Generally, IHT of 40% could be applied on the value of your estate over £325,000. However, if you’re passing on assets to your spouse or civil partner, this is tax-free in most cases. […]
Heirlooms and history: why bloodline planning is important
One of the surprising smash hit TV series of recent years is a straightforward daytime show where time-worn family heirlooms are painstakingly restored by a team of experts. According to YouGov, BBC’s “The Repair Shop” is the 41st most popular contemporary TV programme, clocking up an impressive 141 episodes since it first aired. Series 6 […]
Bloodline planning: keeping it in the family
Many of us have firm views on how we want our estate and assets divided up amongst the family when we die. Writing a clear and detailed will goes a long way to achieve this, but bloodline planning takes it one step further by securely ring-fence your most valuable assets against family changes, such as […]
Why you need business succession planning
Have you thought about what happens to your business when you’re no longer around? Watch our short video on business succession planning to learn more. No time to watch the video? Read the transcript instead! Everything is going great; Your business is flying and all in the garden is rosey. You are naturally proud of […]
