The wealth tax squeeze: Why doing nothing could become your most expensive financial decision
Is doing nothing your most expensive financial decision? Learn how frozen thresholds, capital gains tax and unused allowances erode UK wealth.
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Tax planning
Gifting money and assets to family, and what to think about before you do it
Thinking about gifting money or assets to family? Learn the UK tax rules, inheritance implications and planning considerations before making a gift.
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Legacy Planner – Securing your legacy
Take some time to plan for what happens after you pass away – we have a created the Legacy Planner, an easy to complete document which serves as your comprehensive financial and estate inventory.
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Family Investment Companies
With the current tax environment in the UK being fluid and subject to change, Family Investment Companies (FICs) offer a flexible and tax-efficient way to preserve and grow wealth for future generations.
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