Creating Generational Wealth with Trusts: How to get started

Building generational wealth not only protects your legacy, it also gives your family more freedom and security in life. If you want to protect your family from financial burden, or simply want to give them the option to pursue a more fulfilling life, consider building generational wealth with trusts. To maximise the benefits of a […]

Giving Cash Gifts: How much can you gift in your lifetime

In the UK, rising levels of generational wealth over recent decades have paved the way for inheritances, gifts (wealth transfers made during the donor’s lifetime), or loans. Consequently, it’s important to understand the impact of giving gifts during your lifetime. Whether you’re choosing to offer financial gifts to your loved ones or simply want to […]

Inheritance planning: How to take advantage of the Residence Nil Rate Band (RNRB)

How to take advantage of the Residence Nil Rate Band RNRB

Inheritance tax (IHT) is due on death estates and certain lifetime transfers of assets. Some homeowners and taxpayers may be surprised to learn that, over a certain estate valuation threshold, inheritance tax will be due on their death estate. However, there are certain IHT reliefs, such as the Residence Nil Rate Band (RNRB), that you […]