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 …

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 …

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 …

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 …

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 …

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 …

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 …