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Strategic Wealth Management
Home
About Us
Why choose us?
Our approach
Meet our team
Our fees
Who we work with
Preparing for retirement
Thriving in retirement
Keeping wealth in the family
Our services
Insights
Blog
Guides
Contact
Client Portal
Home
Folder: About Us
Back
Why choose us?
Our approach
Meet our team
Our fees
Folder: Who we work with
Back
Preparing for retirement
Thriving in retirement
Keeping wealth in the family
Our services
Folder: Insights
Back
Blog
Guides
Contact
Client Portal
How to prepare your loved ones for the “great wealth transfer”
Estate planning Laura Marsh 28/07/2025 Estate planning Laura Marsh 28/07/2025

How to prepare your loved ones for the “great wealth transfer”

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How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill
Keeping wealth in the family, Estate planning Laura Marsh 27/06/2025 Keeping wealth in the family, Estate planning Laura Marsh 27/06/2025

How to use the “gifting from income” rule to reduce your estate’s Inheritance Tax bill

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6 estate planning lessons you could learn from the Murdoch family dispute
Estate planning Laura Marsh 21/03/2025 Estate planning Laura Marsh 21/03/2025

6 estate planning lessons you could learn from the Murdoch family dispute

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Inheritance Tax: How does the UK compare internationally?
Estate planning, Keeping wealth in the family Laura Marsh 07/10/2024 Estate planning, Keeping wealth in the family Laura Marsh 07/10/2024

Inheritance Tax: How does the UK compare internationally?

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5 practical questions to consider when you’re naming a Lasting Power of Attorney  
Estate planning, Keeping wealth in the family Laura Marsh 20/09/2024 Estate planning, Keeping wealth in the family Laura Marsh 20/09/2024

5 practical questions to consider when you’re naming a Lasting Power of Attorney  

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Inheritance Tax: 5 shrewd strategies for reducing a potential bill 
Tax planning, Estate planning Laura Marsh 02/09/2024 Tax planning, Estate planning Laura Marsh 02/09/2024

Inheritance Tax: 5 shrewd strategies for reducing a potential bill 

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Have you overlooked speaking to your beneficiaries as part of your estate plan?
Estate planning Laura Marsh 22/03/2024 Estate planning Laura Marsh 22/03/2024

Have you overlooked speaking to your beneficiaries as part of your estate plan?

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The pros and cons of choosing a living legacy over leaving an inheritance
Keeping wealth in the family, Estate planning, Tax planning Laura Marsh 25/12/2023 Keeping wealth in the family, Estate planning, Tax planning Laura Marsh 25/12/2023

The pros and cons of choosing a living legacy over leaving an inheritance

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Strategic Wealth Management Ltd, authorised and regulated by the Financial Conduct Authority (FCA). The FCA does not regulate tax advice, trusts or wills.

Registered in England and Wales no. 2205890. Registered address North House 198 High Street, Tonbridge, Kent, TN9 1BE.

Past performance is no guarantee of future returns and the value of investments can go down as well as up. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. 

To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

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Address

1 East Point, Seal, Kent, TN15 0EG

Contact

Telephone: 01732 760 000

Email: info@strategic.uk.net