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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Tax planning
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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A guide to tax year end planning
There is a lot to remember as the end of the tax year approaches if you wish to secure every saving possible. Read on for a handy summary across all the key tax areas.
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