Category: Wealth Creation

Gender disparity

Funding a post-work life will be difficult without sufficient planning A new report has revealed a huge gender disparity when it comes to pension savings and income, indicating that funding retirement is likely to be a significant challenge for many women.

Life assurance cover

Funding a potential Inheritance Tax liability After taking the appropriate steps to put in place an Inheritance Tax planning strategy, if there is still the potential likelihood of a liability on your estate, or if you have made gifts which have created a potential liability for the recipients if you… Read More»

Trust solutions

Different trust solutions to managing your wealth We can advise you on a range of different trust solutions, each designed with a particular purpose in mind. Some types of trust  are treated differently for Inheritance Tax purposes.