Increasing awareness of intergenerational wealth transfer

A significant proportion of people (47%) plan to pass on their wealth to future generations, with over a third (38%) intending to transfer assets directly to their children, according to a new report[1]. However, many are unaware of how to do this in a tax-efficient way. Read more…

Addressing one of the most urgent 
concerns for families across Norfolk, 
Suffolk, and Essex
Passing on wealth to future generations remains one of the most pressing concerns for families across Norfolk, Suffolk, and Essex. With Inheritance Tax rates at 40% and property values continuing to rise throughout East Anglia, many families are discovering that traditional estate planning approaches may no longer suffice. Trusts offer a sophisticated solution for preserving family wealth, potentially reducing tax liabilities, and maintaining control over how assets are distributed. Read more…

Why are families in Norfolk, Suffolk, and Essex increasingly considering bonds as a planning solution?
The landscape of wealth preservation and transfer has changed significantly in recent years, with families across Norfolk, Suffolk, and Essex increasingly recognising bonds as effective tools for intergenerational planning. As traditional ways of passing wealth between generations face growing challenges from tax issues and regulatory changes, bonds offer a refined solution that can protect and grow family assets while offering flexibility for future generations. Read more…

Understanding your financial options for now and the future

Managing your finances can often feel overwhelming, particularly when deciding between saving and investing. Savings are aimed at short-term needs or emergencies, offering a sense of security and quick access to funds through low-risk options such as savings accounts. This approach ensures that you are financially prepared for unforeseen expenses or near-term goals. Read more…

How to navigate your transition to life after work

The age at which you decide it’s time to take life easy is a very personal choice. When your retirement day arrives, you can toss away your alarm clock, bid farewell to your commute and discard those restrictive
business suits. Read more…