In this article we explain to whom Inheritance Tax is likely to apply and outline strategies that can be used to mitigate the tax. It should be useful for anyone who is concerned that their estate may be subject to the 40% inheritance tax.

This article is a generalised guide only and it does not constitute tax, legal nor financial advice that is personal to any individual's unique circumstances.  We believe the information contained in this article to be accurate as of 11 May 2021 although we cannot guarantee this. Before taking any action concerning potential inheritance tax mitigation, we strongly advise you take regulated financial advice. 

In this article we discuss some of the key considerations that should go into the decision of whether to sell or to hold onto shares that an employee has been given by their employer (a.k.a. 'vested equity'). It should be useful for anyone who receives compensation from their employer in the form of shares.

It is not intended to be financial advice specific to your unique circumstances. ​

We outline our fixed-fee financial planning service below. The cost for the service is £2,400 and is targeted at working professionals who have household annual income in excess of £200,000 and who spend less than they earn. Usually, though not always, it is most beneficial for people who already own their primary residence.

The article is not intended to be financial advice specific to your unique circumstances although we do, of course, provide such advice to our clients.

This article outlines how Junior ISAs work as well how they can be used for long-term wealth planning. It should be useful for anyone considering gifting money to a child - whether as a Christmas present or otherwise. 

It is not intended to be financial advice specific to your unique circumstances. 

This article outlines some practical steps that virtually everyone should consider regarding their pensions. It will particularly useful for those who are relatively high earners and/or those who are approaching retirement with a sizeable pension pot. 

It is not intended to be financial advice specific to your unique circumstances.

This article is a brief introduction to insurance for private education and associated considerations.
It is not intended to be financial advice specific to your particular circumstances.
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This article probably applies to you if you pay - or intend to pay - for private education for your child(ren). ​​

This article is a brief introduction to inheritance tax - what it is and what you can do to mitigate it.
It is for informational purposes only and is not intended to be financial advice specific to your unique circumstances.