Tagged: Inheritance tax

Estate preservation

Posted on September 3, 2013 by - Uncategorized

Helping you to look after and maintain your wealth in the most efficient way

If you are UK domiciled, Inheritance Tax (IHT) is currently charged at 40 per cent and is payable on your estate once your net assets exceed £325,000. For some married couples and registered civil partners, any unused percentage of the available allowance from the estate of the first to pass away may be claimed when the second spouse dies. Once the domain of the super-rich, wide-scale home ownership and rising property values have meant that more and more people need to implement an estate preservation strategy to protect their wealth. (more…)

Make writing your will your top 2014 
New Year resolution

Posted on August 21, 2013 by - Protection, Retirement

As much as we might not want to think about it, we are all going to die one day. Most of us know that we should write a will, but most of us never get round to it. Do you fall into this category? If the answer is ‘yes’, as the New Year approaches make writing your will your top 2014 resolution. (more…)

Gifts of the 
financial variety

Posted on August 21, 2013 by - Protection, Retirement

The best gift you can ever make to your grandchild or grandchildren this festive period will have a longer-lasting impact

Your grandchild or grandchildren may want the latest toy or gadget this Christmas, but how about giving them a present that can help their financial future? UK tax laws allow children to receive pension contributions of up to £3,600 a year from the moment they are born. (more…)

Inheritance tax

Posted on August 21, 2013 by - Protection

Effective Inheritance Tax planning could save your beneficiaries thousands of pounds, maybe even hundreds of thousands, depending on the size of your estate. At its simplest, Inheritance Tax is the tax payable on your estate when you die if the value of your estate exceeds a certain amount. (more…)