Do You Have A Death Box?

Do You Have A Death Box?

Jan 13, 2023 | Blog, Protection Planning

You may not have heard of a death box before and no I’m not talking about a coffin! Picture the rather morbid scene. You’ve died suddenly in an accident and the police are at your door informing your loved ones that you have gone. What happens next? Whilst your loved...
The Best Family Trust

The Best Family Trust

Jul 21, 2022 | Blog, Financial Planning

For those looking to protect their wealth and pass it down to the next generation, the best family trust to use might not even be a trust at all. Instead, there is something far simpler which doesn’t involve complex legal structures or high levels of taxation. Let me...
Pensions After Death – Easing The Pain

Pensions After Death – Easing The Pain

Nov 11, 2021 | Blog, Pension Planning

Do you know what happens to your pensions after death?   After all, your pension pot is likely to be the second biggest asset you own after your home.   The pension pot you leave behind after death can provide a huge benefit to those you love. However if you have the...
The Right Time To Plan For Inheritance Tax

The Right Time To Plan For Inheritance Tax

Nov 19, 2020 | Blog, Financial Planning

With it potentially being one of the largest tax bills your family will ever pay, you definitely need a plan for Inheritance Tax. Inheritance Tax is paid on your death if the value of your estate is more than the various allowances you are entitled to. Your family...
Leaving Everything In Order

Leaving Everything In Order

May 28, 2020 | Blog, Protection Planning

Investing is never 100% certain but when it comes to death, it’s 100% certain you are going to die at some point, and you can only be 100% certain now to get everything in order. Tomorrow may never come.  Without sounding too depressing we don’t know what’s around the...