The 380th edition of our Active Practice Updates – Spotlight on: Wealth transfer strategies for high-net-worth individuals, is available to download here
Areas covered in this edition include:
- Set clear goals before you optimise tax
- Lifetime gifting: Use exemptions first
- Trusts: Control, protection and targeted reliefs
- Family investment companies: Where do they fit?
- Pensions: Still central to intergenerational planning
- Charitable giving: Efficient tools for impact
- Entrepreneurial and growth-capital reliefs
- Property and portfolio design for multi-generational aims
- Cross-border families after the 2025 reforms
- Wills, letters of wishes and family governance
- Practical checklist for the next 90 days
If you would like a paper based version of future editions sent to you then please contact us to let us know, and of course if any of the issues in this edition raise any concerns with you then we’d like to hear from you so please contact us.