Business Relief qualifying shares owned for at least two years can be passed on free from inheritance tax on the death of the shareholder. These portfolios are quite high-risk investments and savers need to be happy that there is going to be volatility involved.
A checklist by age to ensure you are on track with your retirement savings. We recommend reviewing this booklet annually.
A brochure to provide an introduction on gifting, allocating pension benefits and Inheritance Tax planning.
After creating a Will, it is also helpful to record your personal wishes so your Executors know your preferences and reasoning to help guide them to make important decisions when you die.
To access the interactive version, save the document to your computer as you’ll need Adobe Acrobat to complete it online.
If you prefer a hard copy or an e-signature version, please let your adviser know.
When you have completed this document, it is really important to sign and date it. Keep it in a secure place at all times as it will contain sensitive and confidential information. We recommend you store this alongside your Will but do not attach it as this may invalidate the Will.
If you have questions, please contact us, we are always happy to help you.
A leaflet to help you identify the most appropriate protection policies you should have in place for you and your family for when you die or if you become ill. It will cover what’s available, who should buy it and who benefits.
Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.
Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.