by Otus Financial Planning | 30 Nov 2017 | Case studies, Financial Planning, Inheritance Tax Planning
"Our goals can only be reached through a vehicle of a plan, in which me must fervently believe, and upon which we must vigorously act. There is no other route to success." Pablo Picasso Home » Case studies Inheritance tax planning / case study Overview Client Jean,...
by Otus Financial Planning | 1 Nov 2017 | Financial Planning, Inheritance Tax Planning
See how easily you can pass on more to your loved ones.
by Chris Weetman | 23 Aug 2016 | Financial Planning, Inheritance Tax Planning
With careful planning, much of the inheritance tax that families suffer could be avoided. Should you review your situation with further changes on the horizon? Inheritance Tax (IHT) affects not just the very rich – other people may be liable without realising...
by Chris Weetman | 27 Jan 2016 | Financial Planning, Inheritance Tax Planning
The world lost several greats in recent weeks, not least with the relatively early deaths of the influential musician David Bowie and much respected actor Alan Rickman, both of whom had battled long illnesses. It cannot be easy to stare death in the eye, nor to...
by Chris Weetman | 18 Aug 2015 | Financial Planning, Inheritance Tax Planning, Retirement Planning
Many of my clients tell me that one of their main concerns is to ensure that future generations are taken care of and to protect the wealth they’ve accumulated. Whilst ensuring that you never run out of money and can comfortably afford the additional costs...
by Chris Weetman | 6 May 2014 | Financial Planning, Inheritance Tax Planning
Estates liable for Inheritance Tax in the UK in 2010-2011 faced a bill of nearly £166,000 on average, according to new analysis of HMRC data by Prudential. The study, based on the latest publicly available regional data on tax receipts, shows that in the 2010-2011 tax...
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