Insights

An introduction to leaving an inheritance

Planning your inheritance ensures your estate goes where you intend and can help to avoid large tax bills. Using strategies like gifting, trusts, and Wills can minimise Inheritance Tax. Start early and seek expert advice to protect your family’s financial future.

An introduction to life insurance

Do you know where to start with life insurance? How much cover do you need, should it be term or whole-of-life, and a joint or single life policy? Our Life Insurance Guide answers questions commonly asked by clients to point you in the right direction

An introduction to mortgages

Buying a home is one of those major steps in life that’s much easier to take if you’re well-informed and get some good advice. Our Mortgage Guide explains the mortgage basics and provides some useful top tips to set you on the right course

An introduction to receiving a windfall

A windfall is a sudden financial event such as a lottery win, an inheritance, a bonus or redundancy sum, from understanding tax implications to deciding how to invest to meet your financial goals, a windfall requires careful planning.

An introduction to tax planning

Most of us face being taxed on our income, our capital gains and in some circumstances, the value of our estate when we die. Taxation can be complicated and the rules, reliefs, exemptions and allowances often change

An introduction to investing for children

We all want our children to have the best possible start in life – but providing such a start expensive. Whatever your goals for your child’s future, it’s best to plan it out at the earliest opportunity

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