EARLY GIFTING OF PART OF YOUR INHERITANCE
TO A FAMILY MEMBER
If you were to gift part of your inheritance early to a family member what concerns might you have? An estimated £5.5 trillion will be passed between generations over the next 30 years and the biggest concerns that come up are illustrated below For those looking for a bit more control and flexibility, let’s chat about how we can help
PUTTING LIFE ON HOLD COST OF LIVING CRISIS DELAYS HOME OWNERSHIP, HAVING CHILDREN AND RETIREMENT
In this issue we cover a number of matters – including how to navigate the higher rate tax freeze, why making plans for Inheritance Tax is so important, retirement planning, rising living costs and much more
Only by recognising and meeting your individual requirements can we have a positive impact on your life and business. This is why we provide an extensive range of services, plus the ability to tailor solutions based on your specific needs.
BUILD YOUR OWN FINANCIAL PLAN
VISION WITHOUT ACTION IS MERELY A DREAM
Inside, we look at how having a financial plan in place early on can make it easier to manage your money further down the line.
Whether you are clear on your financial priorities or feel you need to be pointed in the right direction, we’ll work with you on your financial plans and help you to realise your wealth and lifestyle ambitions.
CHOPPY WATERS, not ON FULL GALE
Some light summer reading regarding tax on a part of your savings, the economy, passing on wealth, and retirement longevity.
How can we help you further plan, grow, protect and preserve your wealth?
PLANNING CAN SOMETIMES BE A MATTER OF LIFE AND DEATH
While I try to avoid sending out too much material here is something I recommend you review if we haven't already discussed this personally face to face!
Written by a friend.
