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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. 

How to calculate your personal tax allowance over £100,000
9 November 2022 in Inheritance, Wealth/financial planning

In this article, Head of UK Financial Planning, David Goodfellow, explores the two scenarios that can cause you to pay the 60% tax rate and provides our top tips if you are caught by them.

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Wealth succession planning
19 October 2022 in Wealth/financial planning, Inheritance

Thinking about how best to pass on your wealth? If so, our independent wealth planners suggest asking yourself these four important questions.

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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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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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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.