Resources

Resources

loans in Trusts

How loans in Trusts work

Did you know that you can lend money to the beneficiaries of a Trust? If you are setting up a Trust as part of your legacy, you may wish to include the option for beneficiaries to borrow money from the Trust, if you don’t want them to inherit the whole estate immediately. This would be

Read More »
what is capital gains tax

What is Capital Gains Tax?

Capital Gains Tax, or CGT, as it is usually abbreviated to, is charged when you make a gain on an asset at the time of sale. Needless to say, that does make it sound pretty straightforward, but CGT is quite complex. There are a number of circumstances affecting when tax is payable and at what

Read More »
business in the event of death

How can I protect my business in the event of my death?

Protecting your business in the event of your death can take various directions, dependent on the set up of the business and what you want to happen. Let’s start exploring this in more detail… If you are the sole business owner/shareholder you need to evaluate just how attractive your business would be if you were

Read More »
Trusts

What is a Trust?

A Trust is a legal arrangement used for protecting property and land, money, investments or assets. There are a variety of types with different tax regulations, so it’s important to make sure you have chosen the right Trust for your needs. Let’s start by looking at why you might want a Trust… Protect somebody who

Read More »
probate - what you need to know

Probate – What you need to know

When you are struggling with the loss of a loved one, dealing with mountains of paperwork and red tape is probably the last thing you feel like doing. That mountain of paperwork is known as Probate, and there are series of steps you need to follow to ensure everything is handled legally. What are your

Read More »
loans in Trusts

How loans in Trusts work

Did you know that you can lend money to the beneficiaries of a Trust? If you are setting up a Trust as part of your legacy, you may wish to include the option for beneficiaries to borrow money from the Trust, if you don’t want them to inherit the whole estate immediately. This would be

Read More »
what is capital gains tax

What is Capital Gains Tax?

Capital Gains Tax, or CGT, as it is usually abbreviated to, is charged when you make a gain on an asset at the time of sale. Needless to say, that does make it sound pretty straightforward, but CGT is quite complex. There are a number of circumstances affecting when tax is payable and at what

Read More »
business in the event of death

How can I protect my business in the event of my death?

Protecting your business in the event of your death can take various directions, dependent on the set up of the business and what you want to happen. Let’s start exploring this in more detail… If you are the sole business owner/shareholder you need to evaluate just how attractive your business would be if you were

Read More »
Trusts

What is a Trust?

A Trust is a legal arrangement used for protecting property and land, money, investments or assets. There are a variety of types with different tax regulations, so it’s important to make sure you have chosen the right Trust for your needs. Let’s start by looking at why you might want a Trust… Protect somebody who

Read More »
probate - what you need to know

Probate – What you need to know

When you are struggling with the loss of a loved one, dealing with mountains of paperwork and red tape is probably the last thing you feel like doing. That mountain of paperwork is known as Probate, and there are series of steps you need to follow to ensure everything is handled legally. What are your

Read More »

If you would like to learn more about how we can help you, give us a call on 01344 875 310 and let’s arrange a chat.

need-help-with-life-planning.png
need-help-with-life-planning

Instead of building dreams, we want you to build memories. We’ll help you to turn your dreams into reality.

Create that bucket list, and let’s talk about how you can start ticking off your list…

need-help-with-your-finances
need-help-with-your-finances

Need a mortgage, but struggling with what product to choose? Do your pension arrangements need reviewing?

Are you still invested appropriately? Have you got the right protection in place for you, your family and your business?

We can help.