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Families needing attention · 3
Ashworth
2 high5 alerts3 legacy gapsawaiting youDemo
1 high3 alerts2 legacy gapsPatel
2 alerts
Upcoming meetings
- Demo10 Sept 2026, 11:00 · Annual reviewJoin
- Patel22 Oct 2026, 15:00
Planning opportunities across your book
- Demo: Nominate the pensions into a spousal bypass trust so they stay outside the estate and pass tax-efficiently.
- Demo: Use the £3,000 annual gift exemption — currently unused this year.
- Demo: Review before April 2027 — pension IHT rules change and estate exposure could rise.
- Ashworth: No life cover in place while the mortgage runs — worth reviewing.