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Novus Wealth Management blog image for How to pass on assets to vulnerable family members

January 14, 2025 | 13:18

How to pass on assets to vulnerable family members

When creating an estate plan, you might want to pass assets to loved ones who cannot manage their finances themselves. In some cases, a trust could be a valuable option to consider, and some questions might help you understand if it could be right for your goals.

Novus Wealth Management blog image for 5 useful allowances and exemptions that will reset at the end of the tax year

January 14, 2025 | 13:14

5 useful allowances and exemptions that will reset at the end of the tax year

The end of the tax year is approaching and some key allowances will reset. Find out more about five useful tax allowances that could reduce your overall tax bill and form part of your financial plan.