Trusts
Inheritance Tax Rules You Should Know
Posted in Financial Planning, Financial Advice (+6 more), on 26.04.24 Read Inheritance tax (IHT) in the UK is a 40% tax on the value of the estate exceeding £325,000 when passed on after...Do you need a Trust to protect your wealth?
Posted in Financial Planning, Bare Trusts (+7 more), on 22.03.23 Read Determining whether you need a trust requires careful consideration of your personal and financial circumstances. In this...Personal Protection – what is it and is it worth it?
Posted in Financial Planning, Inheritance Tax (+2 more), on 18.11.21 Read Personal protections or life insurance policies are something most will put off until they really feel they should take it...Banks or Piggy banks? How to save for children.
Posted in Financial Planning, Financial Advice (+6 more), on 16.03.20 Read During volatile financial times, future proofing against economic turmoil by investing for our loved ones can seem more...Wealth Navigator
Posted in Inheritance Tax, Discounted Gifts (+3 more), on 19.12.18 Read Planning the BEST route for the next generationInheritance Tax- The Residence Nil Rate Band (RNRB)
Susie Laws, Director & Chartered Financial Planner
Posted in Inheritance Tax, Residential Nil Rate Band (+2 more), on 26.10.17
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The 2015 Summer budget announced the introduction of the residence nil rate band for inheritance tax. This measure...
Trust Planning
John Millican, Chairman
Posted in Financial Advice, Trusts on 20.07.10
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Some good news for trust planning The Perpetuities and Accumulation Act came into effect on 6 April and introduced two...
