Skip to main content
Tag

Estate planning | Off Piste Wealth

Client newsletters

Financial planning in your 50’s

Welcome to our guide on financial planning in your 50's   Financial planning in your 50's: A Critical Time. Your 50s are not just another chapter in life; they mark a transformative and exciting phase in your financial journey. By now, your life may have settled into a more predictable rhythm. Your children might be financially independent, and you could…
David Gregory
September 27, 2024
Client newsletters

Later life care

Welcome to our guide on planning for later life care   When you think about your future, how far ahead do you plan? Have you considered your life beyond the next decade? Most of us think about the early years of retirement, but what about the later years? It's easy to get caught up in planning for the first few…
David Gregory
July 31, 2024
Client newsletters

Our guide on trusts

Welcome to our guide on trusts.   Being prepared for whatever lies ahead. Building wealth is a process that typically requires years of dedication and effort, but without proper financial planning, this hard-earned wealth can quickly deplete within your lifetime and may not provide lasting benefits for future generations. One highly effective strategy for safeguarding and growing your wealth in…
David Gregory
July 27, 2024
Client newsletters

Guide to estate planning

Welcome to our comprehensive guide to Estate Planning.   A roadmap for securing your legacy for future generations. Legacy planning may initially feel overwhelming, but it's a crucial step to ensure that your wealth supports the people and causes you care about most. Consider, for example, a family business that you've built from the ground up. Without a clear estate…
David Gregory
May 15, 2024
Client newsletters

A guide to making a will

Welcome to our Guide to Making a Will. Will your loved ones be provided for in the way that you want? We often avoid thinking about the inevitable, but planning ahead is crucial, especially when it comes to securing your loved ones’ futures. Writing a Will isn’t just a legal formality; it’s a way to ensure your assets are distributed…
David Gregory
November 11, 2023
Client newsletters

How investment bonds can help you pass on wealth

Welcome to our guide on 'How investment bonds can help you pass on wealth'. Starting estate planning early and implementing it in stages is crucial for the long term planning against Inheritance Tax (IHT). Investment bonds are a great tool in helping to preserve the wealth for future generations to come. The UK Treasury has been receiving record-breaking Inheritance Tax…
David Gregory
September 21, 2023
Top Tips and Tools

Ltd company structures for property portfolios

Ltd company structures for property portfolios. When considering whether it's worthwhile to start using Ltd company structures for property portfolios, there are several factors to consider. Often these are described as Special Purpose Vehicles (SPVs). Within this article, we have outlined the stage at which it might be beneficial, along with the tax advantages and disadvantages of transferring properties to…
David Gregory
August 21, 2023
Close Menu