There are numerous reasons why you should make a Will, for example the appointment of executors, trustees and guardians and making sure that the right people inherit your estate and at an...
Although Inheritance Tax may be avoided if you leave your business assets or shareholding, agricultural assets or AIM-listed share portfolio to a spouse or Civil Partner, if these are sold during his...
How a Protective Trust can work for your beneficiaries
Protective trusts (or spendthrift trusts, as they are sometimes known) share the characteristics of a life interest trust and a discretionary trust. One of the reasons why these trusts were established...
How you can protect your business assets and limit IHT
Many couples draw up simple Wills whereby on the death of the first partner the whole of the estate passes to the survivor, and on second death to children or...
Family Trusts are trusts created whilst you are alive and have numerous uses including lifetime gifting, protection of lump sum proceeds from life assurances, death in service benefits, some (but not all) pensions and can...
Once the preserve of the very rich, with rising house prices, more and more of us find our estates are liable for large sums of IHT, leaving our families...
A Flexible Life Interest Trust (FLIT) in your Will offers greater peace of mind if you have significant assets or investments as well as property, and wish to protect their value for future generations.
Put your home beyond the reach of contributing to care fees
Although nobody likes to think about care homes when they are starting out in retirement, that is exactly the time when a little careful planning can prevent a lot...