estate planning

How Estate Planning differs from Inheritance Tax Planning

Where there is no WILL, or couples have only a basic/mirror WILL in place, ASSETS are exposed to 5 threats

Why you should make a Will. It’s never too early but often too late!

Why writing a Will may not be enough!

Where there is no Will, or couples have only a basic/mirror will in place your assets are exposed to the risk of marriage after death

Where there is no Will, or couples have only a basic/mirror will in place your assets are exposed to the risk of divorce of beneficiaries

Where there is no Will, or couples have only a basic/mirror will in place your assets are exposed to the risk of creditors and bankruptcy

The effects of Generational Inheritance Tax (IHT)

What a trust is and its benefits in financial planning

The benefits of using a Professional Trustee as opposed to family members who can end up in a dispute

Leaving assets to a single trust is a better solution than leaving assets absolutely, but is it the best solution when there are multiple beneficiaries?

There may come a time in your life when you are unable to manage your financial affairs or personal welfare, owing to some form of incapacity and you will need someone to act on your behalf

How lack of planning may cause major problems for families and business partners in preserving business assets

The potential problems that they may arise from unexpected events in life, if business partners do not have the appropriate shareholder or partnership agreement and relevant trusts in place. Serious issues could arise not only from the perspective of the company/partnership and its owners but also their families and dependants