Resources
Resources

Leaving money to charity – what are the options?
Leaving money to charity is something many of us may think about doing. There is often a charity that is close to our hearts – because they have made life easier or better for a loved one, or because it is a cause aligned with our ethical beliefs.

Guardians – What you need to know about protecting your children
If you have children, you are likely to have thought about what might happen if you and your partner were not around to look after them.

How do I protect my assets if I have to go into long term care?
Are you worried about having to go into long term care? You want to protect your assets so the inheritance you had hoped to give your loved ones will still be there for them.

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

Leaving money to charity – what are the options?
Leaving money to charity is something many of us may think about doing. There is often a charity that is close to our hearts – because they have made life easier or better for a loved one, or because it is a cause aligned with our ethical beliefs.

Guardians – What you need to know about protecting your children
If you have children, you are likely to have thought about what might happen if you and your partner were not around to look after them.

How do I protect my assets if I have to go into long term care?
Are you worried about having to go into long term care? You want to protect your assets so the inheritance you had hoped to give your loved ones will still be there for them.

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

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