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Comprehensive Guide to Inheritance Tax planning

Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of the taxman, and that it can be enjoyed by you, your family and your intended beneficiaries.

Securing more of your wealth
There are many things to consider when looking to protect your family and your home. Protecting your estate is ultimately about securing more of your wealth for your loved ones and planning for what will happen after your death to make the lives of your loved ones much easier.

If you don’t make the right financial arrangements, your family could potentially have to foot a hefty Inheritance Tax bill in the event of your premature death. Passing assets tax-efficiently to the next generation remains a primary objective for many who have spent a lifetime accumulating their wealth. Providing funds for family members or a charitable interest is also an important way to see the benefit of your wealth during your lifetime, as well as leaving a legacy.

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Living with Long Term Care needs

With the UK’s population ageing, more people will be living with long-term care needs. This means that as we approach old age, it becomes more likely that we may need day-to-day help with certain activities like washing and dressing, or assistance with household tasks, such as cleaning and cooking. This type of support, along with some types of medical assistance, is called long-term care.

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ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) INVESTING

Once a niche approach thought to come at the expense of returns, Environmental, Social and Governance (ESG) strategies have proven that they can be market-beating. If you’re someone who wants to make a positive difference, you might be interested to know how you, your money and the things you care about could all benefit from sustainable investing.

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