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Category Archives: Inheritance Tax Planning

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How to Increase Your Generosity While Not Jeopardising Your Retirement

Financial Planning, Inheritance Tax Planning, Legacy Planning, Retirement, Social Impact Investing

How are you going to get the best, most fulfilling life possible with the money you have once you retire? Study after study has shown that retirees who spend their time and money on experiences are much happier than those who just buy stuff. Charitable giving can be a particularly meaningful way to keep yourself […]

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How to Ensure Your Life Wishes Are Granted Through Effective Estate Planning

Inheritance Tax Planning, Legacy Planning, Terminal Illness

How to Ensure Your Life Wishes Are Granted Through Effective Estate Planning Legacy planning is often the last piece folks tackle in their financial planning, because it’s the least appealing to think about. Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop working? Fun! Deciding what to […]

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New Main Residence Nil Rate Band Planning – Causeway Coast Inheritance Tax Planning

Inheritance Tax Planning, Legacy Planning, Market Commentary, News, Tax Planning

New Main Residence Nil Rate Band Planning This will benefit individuals with direct descendants who have an estate, which includes a main residence, with total assets above the current inheritance tax threshold, or nil-rate band. What is the “Main Residence Nil Rate Band”? It will introduce an additional nil-rate band when a residence is passed […]

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