Estate Planning

You may have already made provision in your will for helping out your family financially, whether as bequests, business succession planning or ring-fenced Trust funds. The problem is that life keeps throwing us and our loved ones’ curveballs. Your children may inherit a substantial amount from your estate when you pass away, but that won’t […]

If you own your own business and are looking towards retirement, part of your estate planning should include deciding what happens to your business. It’s tempting to think that the best option is to pass on the business to the family, especially if they are already involved. After all, some of the world’s most famous […]

Since September 2023, there has been a lot of talk as to whether the government will abolish inheritance tax (IHT). It has stirred up a lot of debate, with the Prime Minister said to be in favour. Just this month Chancellor Jeremy Hunt gave another strong indication of his views: “I think that inheritance tax […]

We have literally closed the door on 2023 with the move to our new office almost complete. So it seems a good time to look back on the top articles we wrote in 2023. Grab a tea or coffee and enjoy! Long-term care: why you might need to revise your cost estimates After a year […]

The Chancellor of the Exchequer’s Autumn Statement was not quite the tax-cutting bonanza some had hoped for. However, it did contain news that will affect you if you’re in retirement or about to retire shortly. National Insurance Above all else, this was a NI cutting budget for those still working. The reduction in the rate […]

Estate planning is one of those phrases we talk about, but what actually IS estate planning? Let’s start with what it’s not. It’s not buying shares or building investment portfolios or managing pensions. That’s financial planning. It is also nothing to do with buying and selling houses! Estate planning is basically “putting your house in […]