If you want to maximise the wealth you pass onto the next generation, it’s amazing what a difference some simple inheritance tax planning can make. Be careful though, because a lot of the misguided “advice” out there can land you (or perhaps more accurately, your family) in a worse position than you started. As expert
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Let’s be honest. When your bucket list is glistening with items like “Caribbean cruise”, “sports car” and “holidays with grandchildren”, it’s understandable why “inheritance tax planning” may be gathering dust somewhere at the bottom. But it does matter. And contrary to what you might think, inheritance tax planning could be the very thing that liberates
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Divorce is complicated on many levels – and how to deal with pensions is one of them. In many cases, pension sharing is a good route to take. It allows a “fair” split of pension assets to equalise incomes at retirement, giving both parties a clean break and ownership of their own investment and retirement
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Outside of the family home, pensions are often the biggest asset to share when two people divorce. Despite this, however, pension assets are frequently ignored or simply overlooked, especially in the early part of divorce proceedings, resulting in rushed and potentially unsatisfactory outcomes. Why is this? For many clients, it can be a case of
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