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Estate planning | Off Piste Wealth

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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
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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
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