Creating the right investment strategy

By | 05.2018|Investment, Uncategorised|

There are always going to be bumps in the road on every journey, which is why it’s essential to be flexible enough to adjust your plans when the unexpected happens. Your wealth creation objectives need to be able to adapt to whatever’s going on in your life. Nothing should stand between you and your long-term goals. Creating and maintaining the right [...]

Why consider a trust?

By | 05.2017|Inheritance Tax, Uncategorised|

If you want to mitigate the effects of Inheritance Tax (IHT) on your estate, trusts can be an important part of the process. When you put cash, property or investments in a trust, provided certain conditions are satisfied, you don’t own it any more. This means it might not count towards your IHT bill when [...]

The recipe to successful investing

By | 02.2017|Investment|

The key to successful investing is to maintain a good balance between risk and return. To maintain this balance, an investor should never put all their eggs in one basket. Instead, they should share their eggs out into a number of different baskets, which is referred to as ‘asset allocation’. These ‘baskets’ will be made [...]

Setting Up A Trust

By | 09.2016|Inheritance Tax, Wills & Trusts|


The structures into which you can transfer your assets can have lasting consequences for you and your family, and it is crucial that you choose the right ones. The right structures can protect assets and give your family lasting benefits. A trust can be used to reduce how much Inheritance Tax (IHT) your estate will have to pay on your death.

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Protecting your assets to give your family lasting benefits

By | 09.2016|Inheritance Tax|

Contrary to the belief of some, Inheritance Tax not only affects the very rich, but other people may be liable without realising. Few taxes are quite as emotive – or as politicised – as Inheritance Tax. The structures into which you transfer your assets can have lasting consequences for you and your family. With the [...]