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IHT | Off Piste Wealth

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Preserving Wealth for Future Generations

Preserving Wealth for Future Generations   Have you thought about what will happen to your wealth and who will benefit from it after you’re gone? Planning ahead ensures that your assets are protected and distributed according to your wishes, giving your loved ones financial security and peace of mind. Estate planning might seem overwhelming, but taking proactive steps now can…
David Gregory
March 13, 2025
Client newsletters

Understanding the rising impact of Inheritance Tax

Welcome to our latest issue on the rising impact of Inheritance Tax. In this edition, we delve into several pressing topics aimed at enhancing financial planning and protection strategies in today’s complex landscape. Inheritance Tax (IHT) Planning Over the past decade, the amount of Inheritance Tax paid by families has soared, from £3.1 billion in the 2012/13 tax year to…
David Gregory
November 12, 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

Pre year end tax planning

Welcome to our blog on pre year end tax planning.   Here are some tax-saving actions to take before the deadline. As we approach the end of the current tax year on 5 April 2024, it’s an opportune moment to examine both your personal and business finances to ensure they are structured to optimise your tax efficiency. Despite the ongoing…
David Gregory
March 19, 2024
Financial Fitness

Tax year-end financial planning checklist

As we gear up for the end of the tax year in the UK, it's time to dive into some savvy tax year-end financial planning. In this no-nonsense guide, we'll spill the beans on strategies to max out your financial gains before the tax year curtain falls. First things first, start rounding up all those financial docs - your income…
David Gregory
February 1, 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
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