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Estate Planning

Passing wealth down the generations has been a family objective for centuries. In recent times the taxation burden on inherited wealth has affected more abd more individuals and become of increasing concern. We work with clients to find the most suitable lifetime planning solutions for them from the many options available to mitigate the impact of inheritance tax.

Download our latest Guide here Estate_Planning.pdf

Inheritance Tax (IHT) is essentially, a tax levied on any transfer of assets to other people or trusts. It is most commonly paid in respect of an individual’s estate on death, but it can also apply in respect of certain transfers of assets during life.

Personal Finance

LONDON (Reuters) - Britain's rock-bottom household savings problem, which has raised fears about unsustainable debt-fuelled spending, might not be quite so acute after all, according to the country's statistics office.
LONDON (Reuters) - Britain's competitions watchdog will look into the advice given by consultants to pension schemes and other institutions managing over 1.6 trillion pounds of funds, to see if there are conflicts of interest, it said on Thursday.
BRUSSELS (Reuters) - The European Union's plans to tighten up its oversight of financial firms have come under attack from industry and consumer groups that fear the move could hit businesses without doing enough to prevent misselling of risky funds.
LONDON (Reuters) - Pay growth across British companies remains subdued and investment intentions among British services firms weakened further in the last quarter, a Bank of England survey of businesses showed on Wednesday.
((This version of the September 20 story corrects paragraph 6 on likelihood of flat Q3 retail sales, after ONS corrects estimate given to media))