retirement planning

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Inheritance Tax Planning

Anyone who owns property or other assets should make a Will. Having an up-to-date Will means your assets will be distributed according to your wishes. More importantly, your family is spared a complicated and drawn-out administration of your estate as set out by the Succession Act 1965. Dying intestate (without making a Will) means your personal …

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Protecting your income

Protecting your Income

Professionals are Failing to Protect their Biggest Asset; Themselves! With years of education behind them, and years of earning potential in front of them, professional individuals are a valuable commodity. But why are so few protecting themselves – financially?  Many professionals are self-employed, adding another layer of financial responsibility to the equation. Despite their significant insurance …

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