INSIGHTS & VIDEOS
A little knowledge.
More confidence.
Plain-English starting points for the decisions that shape your financial and family life.
MAKE YOUR
WISHES CLEAR.
THE BIGGER PICTURE / 01
WISHES CLEAR.
THE BIGGER PICTURE / 01
Can I give my house to my children to avoid inheritance tax?
Why Gifts with Reservation of Benefit (GWROB) trip up families, and how the rules actually work.
Read the guideYOUR NEXT
CHAPTER.
THE BIGGER PICTURE / 02
CHAPTER.
THE BIGGER PICTURE / 02
Why life assurance in trust is the cleanest way to fund an IHT bill.
How written-in-trust protection provides immediate tax-free cash without waiting for probate.
Read the guideMAKE YOUR
WISHES CLEAR.
THE BIGGER PICTURE / 03
WISHES CLEAR.
THE BIGGER PICTURE / 03
A will and an LPA: why they do different jobs.
One records wishes after death. The other protects decisions during life.
Read the guideYOUR NEXT
CHAPTER.
THE BIGGER PICTURE / 04
CHAPTER.
THE BIGGER PICTURE / 04
Five things to gather before a pension review.
A little preparation can make the bigger picture easier to see.
Read the guideROOM FOR
WHAT’S NEXT.
THE BIGGER PICTURE / 05
WHAT’S NEXT.
THE BIGGER PICTURE / 05
Coming to the end of your mortgage deal?
The key questions to consider before your next property-finance decision.
Read the guideMORE FROM SIM
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