Inheritance Tax

How the equity release market fared in 2019

Equity release continues to be a major way of providing retirement income, according to research published by Key Retirement Solution, one of the UK’s leading equity release specialists. It wasn’t all plain sailing in 2019 as the sector suffered some of the effects of political and economic instability resulting in a 4% drop in total [...]

Advice and planning help you manage future risks

Why are some people cashing in final salary pension schemes?

In recent years final salary pension schemes have been phased out by employers because people are li...

What is estate planning?

Estate planning sets out how your assets will be distributed, who they will go to, and when. Without...

Property means making plans for protection, insurance and IHT

What is Inheritance Tax?

The executors of your Will need to pay any IHT before your assets can pass to your beneficiaries - w...

What to do when someone dies

What does the executor need to do next? How do you register a death? How do you obtain probate? All...

How will the 2018 Budget affect me?

While we wait to understand how Brexit will affect us, there are a number of changes coming this yea...

How can you save Inheritance Tax (IHT) on your home?

Your financial adviser will select products to achieve your aims

Using trusts to preserve wealth for future generations

Varied and versatile, your adviser may discuss trusts with you when making their recommendation. The...

Will the taxman be the main beneficiary of your estate?

News headlines of tax avoidances schemes can be unsettling, especially if you worked to protect the...

Is your children’s lifeline of credit leaving you in need of a lifebelt?

The Bank of Mum and Dad is now our ninth largest mortgage provider, up a place in the rankings from...