The benefits of insuring estates against Inheritance Tax are underappreciated, but this could be the answer to distressingly large bills that many HNWI families seek.
Many landlords are now having second thoughts about relying on rental income and as this case study illustrates, there may well be better options for your wealth to explore.
Wills, estate planning and inheritance tax may inspire less enthusiasm than other aspects of wealth management, but their importance to your family’s long-term financial health means they cannot be neglected. Here are some key errors to avoid.
Tackling estate planning is essential if you want to make sure as much of your wealth as possible goes to loved ones. This case study illustrates how easily even complex affairs can be optimised with a wealth manager.
This wealth management case study highlights how one couple was able to balance the financial needs of the whole family and minimise Inheritance Tax too.
Time is running out to complete ISA or pension contributions before the end of the tax year – and to benefit from other savings opportunities likely to cut in the next Budget.