You may be aware of the '7 year rule' for gifting with regards to inheritance tax (see our guide for full details if not). It is news to some, however that you may need to look even further back - 14 years to be exact - to ensure you are not liable to pay inheritance tax. Find out more in the video and as always, if you have any questions please don't hesiate to get in touch for a complimentary review of your financial circumstances.
Read MoreWe are delighted to announce Richard Higgs, Chartered Financial Adviser has achieved the SOLLA Later Life Accreditation, the gold standard for advice in the Later Life market.
The Society of Later Life Advisers (SOLLA) was established in 2008 as a not for profit organisation dedicated to higher standards and accessibility to regulated financial advice for older people and their families. SOLLA helps people find trusted accredited financial advisers who specialise in the financial needs of older people.
Read MoreWhen people talk about trusts, they can seem complex and expensive, perhaps potentially only for the super-rich. The reality is they don’t have to be. Put simply, a trust is a vehicle to protect your assets and to guarantee your loved ones financial stability in the future – something we all want to achieve after building a nest egg.
Read More