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Building and protecting your wealth

Posts Tagged ‘inheritance tax planning’


Trusts Are the Key to Protection Planning


Trusts can be extremely useful for wealth management, and are effective tax planning tools. Essentially, they’re a legal form that holds money or other assets for someone else. They enable you to give away assets while retaining a degree of control of them and the different types of trust allow for a considerable degree of […]




Financially Assisting Your Children to Leave Home in 2020


One of the benefits of being a successful dental or medical professional is being able to support your family. Nowadays, with the rise of the ‘Boomerang Generation’, parents are finding they’re supporting their children longer than they might have anticipated, well into their 20s and 30s in fact, either leaving the nest much later, or […]




Financial Planning For When The Worst Happens


Income protection is an essential part of wealth protection and preservation. If you need to take time off work due to a long-term illness and you don’t have safeguards in place, you could cut off crucial earnings, which could have a serious impact on your finances.




Estate Planning Is Not Optional For Doctors and Dentists


Estate planning is no longer optional for doctors and dentists — it’s become an essential part of a financial plan. The main goal behind building a solid estate plan is to provide peace of mind for your family’s future – ensuring you’ve saved enough for retirement and to provide for your family after you’re gone. […]




Estate Planning And Its Importance in 2020


The goal, of course, behind estate planning is to ensure your family’s wellbeing after you’re gone. Inheritance tax is just one of the elements you need to consider when estate planning, but don’t forget the role of life assurance. Our financial expert, Darren Scott-Guinness shares his thoughts on effective estate planning.




Are You Protecting Your Buy-To-Let Property Portfolio from IHT With This…?


With all the constraints being placed on landlords recently through tax legislation and ever-changing regulation, saving money should be a top priority. It’s surprising to learn that many landlords aren’t taking advantage of life insurance to help reduce “Britain’s most hated tax” – inheritance tax.




TAX TIP TUESDAY: IHT – Timing on a Financial Gift Can Have an Implication on Tax Charged


Our 5-minute read – Tax Tips – for UK doctors and dentists will help you save tax, get organised with your tax affairs and make sure you meet important deadlines with ease.




TAX TIP TUESDAY: Do You Understand IHT and the Implications? Take the Quiz


Our 5-minute read – Tax Tips – for UK doctors and dentists will help you save tax, get organised with your tax affairs and make sure you meet important deadlines with ease.




TAX TIP TUESDAY: Give a Boost To Your Children’s Finances With This Break


Our 5-minute read – Tax Tips – for UK doctors and dentists will help you save tax, get organised with your tax affairs and make sure you meet important deadlines with ease.




TAX TIP TUESDAY: Could it be ‘Out’ for IHT?


Our 5-minute read – Tax Tips – for UK doctors and dentists will help you save tax, get organised with your tax affairs and make sure you meet important deadlines with ease.




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