- Published On: March 11, 2024|1.6 min read|
Why completing a beneficiary form for your pensions is essential
Did you know that your Will doesn't directly cover the money in your pension pots, nor who inherits it? So informing your pension providers about your desired beneficiaries is absolutely essential.
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- Published On: January 18, 2024|2.2 min read|
Why you need to know about the UK Inheritance Tax 14-Year Rule
Most of us have heard about the 7-year gifting rule in relation to UK IHT planning. But the '7-year rule' isn't the whole picture. You need to know about the '14-year rule' Here's why ..
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- Published On: January 15, 2024|1.8 min read|
Untangling the new Lifetime Allowance rules on UK pensions
From 6 April 2024, the LTA will be no more. Yet, it's not that straightforward. With the Lifetime Allowance removed, two new limits are being introduced, specifically to control tax relief on lump sums:
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- Published On: August 18, 2023|3.1 min read|
Protecting Your Assets in Second Marriages: The Inconvenient Truth
This detailed analysis emphasises the criticality of establishing a Trust during one's lifetime, particularly in the backdrop of second marriages, to shield assets and guarantee that offspring from prior unions are not unintentionally disinherited.
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- Published On: July 3, 2023|2.8 min read|
The Vital Role of Purpose in Family Wealth and Succession Planning
Understanding and defining a clear purpose for family wealth and succession planning is essential for building a lasting legacy and ensuring the prosperity and unity of future generations.
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- Published On: June 21, 2023|3 min read|
Securing Your Legacy: The Importance of a Nomination Beneficiary Form
There's one critical aspect that often gets overlooked—the nomination beneficiary form. While it may sound technical and insignificant, this simple document holds tremendous significance in safeguarding your legacy.
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- Published On: June 21, 2023|3.2 min read|
Navigating the Probate Process in the UK: A Comprehensive Guide
Understanding the steps involved in the probate process can help you navigate this often complex and lengthy procedure. In this comprehensive guide, we will outline the probable process in the UK, shedding light on the key steps involved.
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- 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.
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