Importance of Protecting Your Family’s Inheritance

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Inheritance Tax Planning Protecting your estate is ultimately about securing more of your wealth for your loved ones and planning for what will happen after your death to make the lives of your loved ones much easier. Download our guide on inheritance tax planning to ensure that you do all you can to get your […]

how do i make a will

Make A Will Month

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You may not have noticed it, with the budget and the Brexit debate taking over the news, but March was make a will month. Last month we helped over 40 families to produce a will. Bearing in mind none of us are going to live forever, it’s one piece of financial planning we all need. […]

Have You Made Your Will Yet?

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After a lifetime of saving and prudence, you may well have accumulated a great deal of personal financial wealth that will outlast you. However, without a will to state who will benefit from your wealth, much of the hard work you have put in over the years might be lost. Dying without a will (being […]

Saving for Summer Holiday?

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Pretty soon we will be bombarded with adverts for holidays, cruises, resorts and hotels within days of the Christmas season ending, as tour operators are anxious to cash in on Britain’s mid-winter blues.   January in Britain is pretty bleak and many people instinctively turn their thoughts towards the summer, sunshine, and long white beaches. […]

£530 million set to be wasted in inheritance tax

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Placing life insurance policies ‘under trust’ could save Britons £530 million in unnecessary inheritance tax payments  • unbiased.co.uk and Prudential launch inheritance tax checklist designed to help consumers take action with their inheritance planning  • unbiased.co.uk research shows only 27% of consumers would be confident in tackling inheritance tax planning without the help of a […]