Month: July 2024

Minimise Inheritance Tax

Allow your loved ones to benefit more from your accumulated wealth

Effective planning minimises the burden of Inheritance Tax (IHT), allowing your loved ones to benefit more from your accumulated wealth. If the value of your estate is above the £325,000 threshold (2024/25 tax year), the part of your estate above it could be liable for tax at the rate of 40%.

Continue reading “Minimise Inheritance Tax”

Caring for grandchildren

How it can help you boost your State Pension

Around one in five grandparents over the age of 50 in the UK provide childcare help for their grandchildren, but thousands may be missing out on a valuable scheme that could increase their State Pension entitlement[1]. Soaring childcare costs mean many parents turn to grandparents to look after their children when they return to work.

Continue reading “Caring for grandchildren”

Business matters

Time to focus on the financial health of your business?

As a business owner, you may well have complex finances. With such a focus on building and running a successful business, you may struggle to give your finances – particularly your personal finances – the attention they need.

Continue reading “Business matters”

Financial protection

How to recover quickly and minimise the impact should the worst happen

Whether you’ve been in charge of a successful business for several years or have only recently started up your own enterprise, it’s important to understand the challenges and potential pitfalls and to think of ways of minimising their impact.

Continue reading “Financial protection”

Estate planning and Inheritance Tax

Don’t jeopardise the livelihood of your family and your business partners

Owning a business is time-consuming. Your focus is on managing the day-to-day tasks while growing the business. There’s little time left to think about anything else, especially what would happen if something happened to you. Not having an estate plan in place risks undermining a lifetime of work and jeopardising the livelihood of your family and business partners.

Continue reading “Estate planning and Inheritance Tax”