Resources
Resources
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
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
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
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
Protecting your children’s inheritance – what to consider
You have worked hard to provide a great life for yourself and your family. Should you no longer be around, you want to leave your family in the best possible financial position, to continue enjoying the best life they can. But the bigger risk to your legacy is created if you need to go into
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
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
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
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
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
Protecting your children’s inheritance – what to consider
You have worked hard to provide a great life for yourself and your family. Should you no longer be around, you want to leave your family in the best possible financial position, to continue enjoying the best life they can. But the bigger risk to your legacy is created if you need to go into
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
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