Private Briefings

Minimizing the impact of IHT on family estates

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 […]

Minimizing the impact of IHT on family estates Read More »

The role of life cover in succession planning

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

The role of life cover in succession planning Read More »