Wealth Preservation

Inheritance Tax Matters

Perhaps not quite the ‘voluntary’ tax it was once considered
Effective estate planning is about getting the right balance between maintaining access to your money when you need it and saving tax. This is because, in general, the more tax-efficient a solution is, the less access you have to your assets. Safeguarding your own financial future is very important and giving […]

Wealth Preservation: Protecting your estate for future generations

Nothing is certain but death and taxes.
During the next few weeks will consider a number of different strategies to help you protect and preserve your estate for you and your loved ones.

Benjamin Franklin once said that ‘nothing is certain but death and taxes’. This means that in the event that something happens, you and your loved ones can focus on […]