Leave a legacy for those you love
As soon as you acquire any asset, be that a house or a pension, you should make plans for what will happen to these once you’re gone. Our team of expert wealth planners are ready to start that conversation to give you peace of mind.
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If you have any questions around succession, estate and wealth planning, why not give us a call?
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What should I be aware of?
There are some common pitfalls made when embarking on estate planning:
- Assuming you’re too young for estate planning
- Writing your own Will
- Writing off loans
- Giving away assets
- Withdrawals from pensions
Baby boomers will be looking at whether they have sufficient income for retirement, possible care costs and how to pass down wealth to their children.
Watch our video to see Anna Murdock explain how our wealth planning services can help you.
It's never too early to start estate planning so you can leave more to those you love. Simon Wong provides clarity on some common pitfalls that you might be unaware of.
Many people use their will to distribute wealth to loved ones on death but forget that there are a number of strategies to gift assets during your lifetime, which Nick Rucker of Irwin Mitchell…
For many, the only thing one has been able to say with any certainty in recent times is that Covid-19 has resulted in uncertain times for many. Although recently the residential property market has…
With a growing elderly population, putting in place an ‘attorney’ acting under a Financial and Property Affairs Lasting Power of Attorney (LPA) or Enduring Power of Attorney is becoming more…
Capital Gains Tax (CGT) is a wide ranging and complex tax that in broad terms is levied on the increased value of certain possessions over the time that they have been held by their owner and is…
With sensible planning it is possible to reduce the tax bill that you leave behind for your loved ones. Clare Julian looks at Inheritance Tax and suggests areas that investors should explore
