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Estate planning | Off Piste Wealth

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How investment bonds can help you pass on wealth

Investment Bonds. 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…
David Gregory
September 21, 2023
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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.   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 a ltd company compared to holding them in your own name. The decision of…
David Gregory
August 21, 2023