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Inheritance

Are you interested in learning more about inheritance? Read our wide range of articles on topics such as inheritance tax, managing inherited wealth or how to pass on wealth to your family. Find out more. 

When is the right time to retire?
28 April 2022 in Retirement & pensions, Inheritance, Investing

Ask yourself these eight questions to keep your retirement plans & your portfolio prepared for inflationary times.

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Transferring wealth to the next generation – what to consider
16 August 2020 in Wealth/financial planning, Inheritance

How do you want your children or favourite cause to benefit from your wealth? How can you ensure your wishes will be fulfilled? Even if you have plans in place, are your heirs prepared? Here we explore how you can make sure your money is transferred to the next generation as you would wish.

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Calculating inheritance tax with our simple IHT calculator
31 July 2020 in Inheritance, Wealth/financial planning

When you die your inheritance tax (IHT) is charged at a rate of 40% on the value of your estate over and above the nil-rate band of £325,00

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Advice on inheritance tax planning
19 June 2020 in Wealth/financial planning, Retirement & pensions, Inheritance

The issue of inheritance tax planning will always be controversial. This is largely because it’s a secondary tax on accumulated wealth that has already been subject to tax, or even an inheritance that has already been subject to IHT.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.