Gifts, philanthropy and inheritance tax
When you’re writing a will and planning your estate, you’ll want to make sure as much as possible goes to the people and causes you care about.
Planning to sell or pass on a business
Even if retirement is decades away, it is never too early to start considering your exit plan from your business.
Wealth Knowledge, April 2020
The point at which tapering of the annual pension allowance kicks in increases by £90,000 to £200,000 for 2020/21.
Wealth Knowledge, March 2020
Opinium polled 983 workers on behalf of the Pension and Lifetime Savings Association (PLSA) and found 54% did not keep track of their retirement savings.
The importance of drafting a valid Will
Writing a Will is one of the most important things you can do to protect your family’s financial future.