Getting Your Finances In Order: Where Do You Start?

If you know you should be planning your financial future and safeguarding the assets you have but you aren’t quite sure where to start, this is the article for you! I am a highly qualified financial planner and, having worked with hundreds of clients to sort out their financial planning,…

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Reducing Inheritance Tax Using A Discounted Gift Trust

Here we take a fictional couple, Barry and Joan, both of whom are UK domiciled, and show how setting up a discounted gift trust reduced their IHT liability from £204,000 to £26,000. Reducing inheritance tax: a case study of a UK-domiciled couple The situation: Barry, 65, and Joan, 63, were…

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