How much can I withdraw from my pension and investment in retirement? Balancing Income and capital Preservation
Finding the right balance between enjoying a comfortable retirement and preserving your savings requires careful planning and consideration.
Published On: August 9, 2023|3.3 min read|
Advantages of Offshore Bonds for UK Expats
In this blog post, we will explore the advantages of offshore bonds for UK expats and why they are worth considering as part of a comprehensive financial strategy.
Published On: July 10, 2023|4.3 min read|
What is a family investment company and how can it be used for generational wealth planning?
A family investment company (FIC) is a legal entity that is specifically designed for wealth management and succession planning within a family.
Published On: July 3, 2023|2.7 min read|
The Benefits of QNUPS for Expats: Securing Your Financial Future Abroad
In this blog, we will explore the concept of trust planning for UK ex-pats and highlight its significance in securing your financial future.
Published On: April 19, 2023|2.5 min read|
How Does a Financial Adviser Add Value?
Financial advisers can be valuable resources for individuals seeking to manage their money and achieve their financial goals. While many people believe that financial advisers simply provide investment advice, they actually offer a range of services that can help their clients achieve financial success. In this blog, we’ll explore how financial advisers add value and the benefits they can offer.
Published On: April 19, 2023|2.4 min read|
Generational Wealth Transfer for UK Residents 2023
As the population in the UK ages, many families are faced with the challenge of transferring their wealth to the next generation. This process is known as intergenerational wealth transfer and can have significant implications for both the giver and the receiver. In this blog post, we will discuss some of the key considerations for UK residents looking to transfer their wealth in 2023.
Published On: September 20, 2022|1.9 min read|
Martin and Sue
Wanted to reduce inheritance tax and ensure their money remained in the family
Published On: May 10, 2022|3.5 min read|
Passing on your Pension
Your pension is an asset, just like your home, and other investments. So, when you die, you’ll want to make sure that your family and loved ones are able to make use of anything that you have left in your pension pot.
Published On: April 5, 2022|2.6 min read|
How Your Pension Can Help Mitigate Inheritance Tax
Inheritance tax can seem like a particularly cruel charge at a time of grief. There are ways of reducing the tax burden, however, and a pension can play an important part in that.
Published On: January 20, 2022|4.9 min read|
How to Use Life Insurance to Mitigate Inheritance Tax
If your total combined assets including your life insurance exceed the inheritance tax threshold, your beneficiaries will have to pay the inheritance tax due before they are able to gain access to your estate. The life insurance, alongside other assets, will also need to go through probate, which can take months, if not longer to complete. Luckily, there are ways to mitigate this.
Published On: November 19, 2021|6.3 min read|
A Short Guide to UK Inheritance Tax
These tips and tricks are all great ways to increase the efficiency of your estate after your death.
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