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Residence nil-rate band - will it benefit you?

Residence nil-rate band - will it benefit you?

Story 14/08/19

This additional threshold could relieve the burden of inheritance tax for many families, but it's subject to a number of rules. Do you know whether the residence nil-rate band applies to you?

If I need long-term care, how will I fund it?

If I need long-term care, how will I fund it?

Story 07/08/19

Previously, we talked about what long-term care is and how you can start planning for it. Now, we look at the funding options available for you to consider when it comes to long-term care planning.

Thinking about long-term care planning

Thinking about long-term care planning

Story 02/08/19

As you approach retirement, thinking about your long-term care needs is important. Planning now and thinking ahead could save you from worrying later.

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Pension tax planning for high earners

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* This figure is accurate as at April 2019 and subject to market movements and net adjustments. AUM figure is rounded to the nearest 100 million.
** Applies to clients who are eligible for AFH Direct. For more information, speak to one of our financial advisers.

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