Residence nil rate band

Bringing more estates into the scope of taxation The advent of the ‘residence nil rate band’ (RNRB) has significantly simplified the process for certain individuals aiming to bequeath their family …

Wealth transfer through pensions

A robust vehicle largely insulated from Inheritance Tax In the realm of estate preservation, the strategic transfer of wealth to subsequent generations is paramount. Notably, pensions serve as a robust …

Making a Will

Dictate the allocation of your assets, finances and personal property Your Last Will and Testament is a pivotal document that enables you to dictate the allocation of your assets, finances …

Preparing a Will

What you need to consider Before preparing a Will, a person needs to consider what possessions they are likely to have when they die, including properties, money, investments and even …

Business Relief

Solution to significantly reducing a potential future Inheritance Tax bill If you have business owner status, or have shares of a business, this will be reflected in the value of …

Strategies to maximise wealth preservation

Securing your financial legacy for future generations Whether through diligent work, wise investments or an inheritance, achieving financial prosperity brings with it the responsibility of ensuring your wealth benefits future …