Planning the BEST route for the next generation
You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. [Read more…] about Wealth Navigator
Wealth Management
ISA rules and Inheritance Tax
Families set to pay millions in unnecessary tax
There’s a fundamental lack of awareness and understanding around Inheritance Tax, especially when it comes to how Individual Savings Accounts (ISAs) are treated after death. Given that some people have been able to amass over a million pounds in their ISAs, it’s an area where lack of knowledge could prove costly. [Read more…] about ISA rules and Inheritance Tax
Pension paralysis
Saving not found to be a financial priority for UK workers
Worryingly, pension inertia is rife across the UK with many Britons failing to make saving for their old age a priority as they fall into a short-term saving trap. [Read more…] about Pension paralysis