Protecting Your Wealth
Building wealth takes years. Protecting it takes an afternoon. Here is what you need to know.
This section covers general information about financial and legal protection. It is not financial or legal advice. Tax rules and legislation change. Always consult a qualified solicitor, financial adviser, or both before making decisions based on your personal circumstances.
Wills and Lasting Power of Attorney
What happens to your estate without a will, what an LPA covers, and how to put both in place.
Pension and Life Insurance Beneficiaries
Your pension probably does not pass through your will. Here is how beneficiary nominations work and why they matter.
Life Insurance and Income Protection
The difference between life cover, critical illness, and income protection, and how to think about whether you need them.
Inheritance Tax Basics
The thresholds, the exemptions, and how your ISA, pension, and other assets are treated differently.