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Expert Opinion

Jonathan
Jonathan

Trust Planning & Gifting: An Overview

Tax planning and a solid gifting strategy can help reduce the estate Inheritance Tax rate to as low as 34% – a substantial saving from the UK’s standard 40% rate. Preparing your trust for...

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Jonathan
Jonathan

Top 10 Retirement Planning Tips

Ensuring you achieve financial security in retirement doesn’t happen on its own.  It requires good financial planning, professional advice and commitment to a plan.  Setting yourself on the right path is the first and...

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Jonathan
Jonathan

Life Planning: A Definition

Background On Life Planning… All too often, financial planning is purely about the figures. Many of us follow a trajectory where we trade a simple life with few possessions for extreme commutes and long...

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