Preparing both ‘the family’ and ‘the money’ for the transition of wealth to the next generation
What if I could make my wealth more tax-efficient?
We all want to leave a legacy and make sure the ones we care about most are well taken care of when we’re gone. That’s why making plans for Inheritance Tax is so important, to have confidence that your children, grandchildren and those you hold dearest will be taken care of long into the future.[Read more…] about Inheritance Tax receipts reach £6.1bn
81% aren’t seeking financial advice
Self-employed people are at risk of financial hardship if they don’t have sufficient provision in place. Without a regular income, it can be difficult to cover expenses and also save for the future.[Read more…] about Self-employed extremely vulnerable to loss of income