No one likes to be reminded of the need to plan ahead with its specific implications but it’s the key to reducing the impacts of inheritance tax (IHT). The old adage that it’s ‘never too soon but often too late’ comes to mind but with expert advice, planning and guidance you can make sure your assets are protected and the family isn’t left with an excessive inheritance tax bill.

Most shares or options acquired by employees or directors in a company that is, or is connected to, their employer are ‘employment related securities’ (ERS).

Welcome to month five of our publication, Using Conflict as a Catalyst for Change - A Guide for Embracing, Managing and Mitigating Conflict Within Your Charity. This month we focus on priority management; the conflict between beneficiary needs and finite resources.