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This newsletter's articles focus on one theme that comes up time and again in conversations with clients: what happens to your wealth next.
Whether you’re thinking about how to pass assets on in a structured way, navigating the transition after selling a business, or exploring how lifetime gifting could ease a future inheritance tax bill, each topic centres on making thoughtful, well-timed decisions.
Planning isn’t just about growing wealth. It’s about using it with purpose — supporting the people you care about, protecting what you’ve built and making sure every part of your financial life works together.
We hope you find the articles helpful and, as always, if any of them prompt questions about your own situation, we’re here to talk.
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What is a Trust and What is the Role of a Trustee?
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Trusts are often talked about in financial planning conversations but not always well understood. They can sound technical, legalistic, or like something only very wealthy families need to worry about.
In reality, trusts are simply a way of looking after assets for the benefit of others in a controlled, thoughtful and often tax‑efficient way. When used well, they can play an important role in getting your entire financial house in perfect order.
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| Read our post here
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I’ve Just Sold My Business – What Should I Do with the Money?
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Selling your business is more than a financial milestone — it’s a profound life transition. It’s usual to focus on the financial aspects of your sale. How do you invest for the future, what’s your tax position, how much money will you need to live on, can you give any money away to support your family? You’ll want to address these questions, and good advice can be really helpful at this time.
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| Read our post here
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How Lifetime Gifting Can Reduce Your Family’s Inheritance Tax Burden
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When it comes to passing wealth on to the next generation, few things feel as rewarding as knowing you’ve taken steps to protect your family’s future. Lifetime gifting is one of the most effective ways to reduce the potential inheritance tax (IHT) burden, while also giving you the chance to support your family when it matters most. But it’s not always straightforward. Between the seven-year rule and the nuances of “gifts with reservation,” it’s easy to feel uncertain about the best approach.
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| Read our post here
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Did you know you can set up recurring donations?
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Supporting the Chesterton House Foundation has never been easier. You can set up recurring donations to help us continue making a difference in our local community, either directly via bank transfer or through our PayPal account.
Regular contributions, no matter the size, allow the Foundation to plan ahead and provide consistent support to the causes and initiatives that matter most.
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| Find out more here
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Thinking about booking your 2026 holiday?
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Why not make it even more rewarding this year?
With Riviera Travel’s Affinity Scheme, 10% of your holiday cost will be donated to the Chesterton House Foundation - at no extra cost to you!
Start planning your next adventure and help us support valuable causes at the same time.
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| Book your next adventure here
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If you have an idea or event you'd like to run to raise money for the Chesterton House Foundation, it's easy to do using JustGiving. For more information or any support or guidance please get in touch with Jenny, who is happy to help. You can reply to this email or call on 01509 610472.
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In Case You Missed It...
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We hope you enjoyed reading this newsletter. You can read all of our blog posts on our website at any time - just click to have a browse.
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The Chesterton House Team
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If you’ve had a recent experience or achieved a goal you’d like to share, we’d love to hear from you! Your stories inspire us—and might just inspire others too. Email Jenny at jenny.jervis@chestertonhouse.co.uk or reply to this email.
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