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: November 7, 2023|1.5 min read|Ever thought about the potential taxes on your life insurance?
Ever thought about the potential taxes on your life insurance? Here's how to sidestep it, to ensure your loved ones get the full benefit.
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Published On: October 30, 2023|1.2 min read|Gifting out of Surplus income to mitigate IHT
Did you know, that in the UK, gifting out of surplus income is a powerful strategy to mitigate Inheritance Tax (IHT) without the 7-year rule?
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Published On: September 7, 2023|2.7 min read|Navigating Grief: Understanding the Steps After a Loss in the UK
In the UK, the steps following a death can be intricate, and understanding them can provide a small semblance of structure during such a tumultuous time.
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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 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.
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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.
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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 26, 2023|2.8 min read|Your Legacy: The Importance of Writing a Will
In this blog, we delve into the importance of writing a will, emphasizing the benefits it provides to both you and your loved ones.
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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|2.5 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.
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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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