Giving
and receiving
If you hope to pass on what you have or you’re the one inheriting, we’re here to help.
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Giving gladly
Most of us want to ensure that we pass on as much as we can, as effectively as we can to the next generation. Inheritance tax is the most disliked of all taxes, and now that pensions are to be included in the mix, more and more of us are likely to pay more and more when we go. If it’s important to you, then you should start planning as soon as possible. It gets both more difficult and more of a priority as you get older.
Could you make gifts now, without leaving yourself short in the future? Should you be thinking about life insurance to provide a legacy. What about gifts to charities? We try to keep our recommendations straightforward and safe for you.
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Receiving sadly
For many or most, inheritance can be financially (and, of course, emotionally) life-changing. Deciding what to do next, how it might change your life now or in the future – depending where you are on the journey – may not be something you feel confident to do. Should you repay the mortgage? Should you gift to your children? How much should you invest and where and how should you invest it? And what might be the tax implications of it all?
We’re used to helping and trying to make sense of it all at what may be a difficult time. We always make sure that our advice is straightforward, sensible and personal to you. And that we leave you feeling better about it all.