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For people interested in maximising their retirement savings and family wealth.
OUR LATEST ARTICLE
inheritance Tax: What you need to know about the Seven Year Rule
OUR LATEST ARTICLE
inheritance Tax: What you need to know about the Seven Year Rule
One of the most effective ways to pass on wealth as tax-efficiently as possible is to use something called the ‘Seven Year Rule’.
In brief, this rule allows you to gift away portions of your estate whilst avoiding IHT liability, provided you survive for seven years following the gift. On the face of it this seems simple enough, and can be a brilliant tool to use, but as with anything tax-related, there are caveats and complexities to consider.
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Why us? Well, our interests are in your interest.
We take a global investment outlook, keeping an eye on markets both home and abroad, giving you confidence that a breadth of opportunities have been considered alongside your unique objectives and risk profile. Now that’s smart and sensible retirement planning.
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Check out our guides for more information on areas where we could help you.
In this guide, we look at the pros and cons of consolidating pension accounts to create income in retirement and an appropriate investment strategy.
Learn how international offshore investment bonds can help you improve your tax efficiency.
This guide covers the basics of IHT, how it is charged and how to manage it more effectively.
Speak to one of our experts for 30 minutes to find out how to optimise your investment strategy to secure your financial future.