In an era when asset values are soaring yet the UK’s Inheritance Tax (IHT) thresholds remain unchanged, more estates are being pulled into the tax net than ever. According to industry data, IHT receipts reached approximately £8.2 billion in 2024-25 a burden many families simply did not anticipate. For business owners, investors, and families with […]
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For business owners and high-net-worth individuals, succession planning is rarely about just handing over the baton. It is about protecting enterprise, preserving value and ensuring continuity of legacy. One often overlooked tool in that process? Life cover well-structured life insurance, when aligned with trust and wealth-preservation structures, is far more than a safety net it
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In today’s evolving tax landscape, high-net-worth individuals face more than just the usual market and investment risks. For those who’ve built significant business value, real estate holdings, or generational capital, the key question is no longer simply growth, but preservation. Here are five essential strategies for preserving wealth when the tax burdens are rising. 1.
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