Wealth Preservation is a complex area and requires professional financial advice. The structures into which you transfer your assets can have lasting consequences for you and your family. We can help you choose structures and trusts designed to protect your assets and give your family lasting benefits.
Although we have tried to simplify the principles in this guide by looking at […]
Inheritance tax ‘Nil Rate Band’ and rates
Inheritance Tax is charged at the following rate on death:
Inheritance Tax
Current tax year
Taxable value of your estate above which it is charged
£325,000*
Rate at which it is charged
40.00%
* Inheritance Tax threshold frozen (until 5 April 2018)
We can help you evaluate the size of your estate—which could include assets such as property, pensions, shares and personal […]
INTRODUCTION
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 […]