Essential reading for <br> for holiday home owners

Essential reading for
for holiday home owners

An incoming piece of EU succession legislation is something no owner of a holiday home can afford to ignore, explains Wendy Spires, Director of Content […]

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Life insurance and transferring wealth intelligently

Life insurance and transferring wealth intelligently

Life insurance can be a very useful wealth transfer tool, providing several benefits around tax-efficiency and control – it need not be the preserve of only the ultra-wealthy.

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Understanding how to use trusts

Understanding how to use trusts

A guide to understand how to use trusts in your wealth planning. Trusts are a time-honoured method of holding and protecting assets and are thought […]

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Inheritance tax <br>planning at a glance

Inheritance tax
planning at a glance

Minimising Inheritance Tax is a hugely important part of keeping wealth within the family, but it is imperative that plans are put in place as early as possible.

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Understanding wealth planning

Understanding wealth planning

Wealth planning encompasses the disciplines of tax planning, retirement planning and estate planning, which together with a sound investment management plan can greatly increase the health of your wealth.

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