WEALTH TRANSFERS OF
FINANCIAL LEGACIES
Are you among the many
families unprepared and lacking
structured plans?

‘GREY DIVORCE’
Understanding the financial impacts
of divorce over 50

HOW WOULD YOU COVER SOME
OR ALL OF THE COST OF AN
INHERITANCE TAX LIABILITY?
Especially when your primary
aspiration is to pass on as much
wealth as possible to loved ones

EMPOWERING YOUR
RETIREMENT SAVINGS
Understanding how SIPPs work
to help you maximise your
retirement investments

TRUST IN YOUR FUTURE
Is now the time to consider
protecting and managing your
wealth for future generations?

IT’S GOOD TO TALK
How to approach financial
conversations with older
family members

MAXIMISING THE END OF
THE UK TAX YEAR 2024/25
Time is running out to review your
plans and fully take advantage of
any tax-saving options

DO YOU FALL INTO THE 60% TAX TRAP?
Making additional pension
contributions could mean lowering
your effective tax rate