Wealth planning

Head of UK Financial Planning, David Goodfellow outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2020.

Inheritance tax (IHT) is payable on anything of value that’s left behind when you die. The rate is currently 40% and due on anything above the nil-rate band of £325,000, so it’s important you know how it might affect you and your family.

Our Head of UK Financial Planning gives key takeaways from the 2020 Budget.

Inheritance tax affects a large number of people and can be very costly. David Goodfellow, our Head of Financial Planning, gives his 5 top tips for reducing your inheritance tax liability.

Read our top three financial planning tips to help you plan for a successful financial 2020 and beyond.

As wealth managers, we think about the future – whether it’s helping our clients to plan for old age or investing in companies that will still be profitable in 30 years’ time.