Disabled & Vulnerable Beneficiaries

If you intend including a disabled or vulnerable beneficiary, it is important that you seek advice before doing so. There are discretionary trusts that you can setup within your Wills, or within your lifetime.  Some trusts for disabled people or children also get...

Will Writing & Awareness Clinics 2025

During 2025 Generation Financial Planning will be looking to arrange Will Writing & Awareness Clinics at various businesses and organisations.  This can be in person, or online, utilising digital online video meetings. We feel that making your Directors, Staff,...

What are the Inheritance Tax Rules?

Rules on giving gifts   Inheritance Tax may have to be paid after your death on some gifts you’ve given. Gifts given less than 7 years before you die may be taxed depending on: who you give the gift to and their relationship to you the value of the gift when the...

Inheritance Tax – Threshold Freeze & Pensions

The freeze on inheritance tax (IHT) thresholds could cost families £234,000 over the total duration of the potential two-decade long nil rate band (NRB) freeze, up to the 2030 end date, and the introduction of unspent pensions into the IHT bracket. The NRB has been...