Setting Up A Trust Fund

Setting Up A Trust Fund

Once you have a plan for retirement, setting up a Trust fund could be an excellent way to protect the wealth you leave behind.   Your retirement plan should ensure the withdrawals you make from your investment strategy continue to rise whilst still being able to leave...
What Is A Potentially Exempt Transfer?

What Is A Potentially Exempt Transfer?

When planning how to distribute your wealth and avoid Inheritance Tax there’s a term that might sound a bit puzzling at first: Potentially Exempt Transfer, or PET for short.   Don’t let the name intimidate you – it’s not as complicated as you might think....