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How would you cover some or all of the cost of an Inheritance Tax liability? Especially when your primary aspiration is to pass on as much wealth as possible to loved ones Inheritance Tax (IHT) planning is essential for managing your estate effectively and ensuring the wellbeing of your loved ones. Changes highlighted in last […]
keep reading“Grey divorce” Understanding the financial impacts of divorce over 50 Divorce later in life can be a complex and emotionally taxing process, particularly for couples over the age of 50. Wealth derived from property often takes centre stage in these discussions, as it typically represents the most significant financial asset that couples possess. According to […]
keep readingWealth transfers of financial legacies Are you among the many families unprepared and lacking structured plans? The world is on the verge of an unprecedented intergenerational wealth transfer, with projections estimating that by 2047, an astonishing £5.5 trillion will change hands[1]. Despite this monumental shift, many families remain unprepared, lacking structured plans to ensure their […]
keep readingISA returns of the year Making the most of your 2024/25 tax allowances Investing your money wisely is more than just pursuing returns – it’s also about leveraging tax allowances to make the most of it. Individual Savings Accounts, known as ISAs, remain popular thanks to their simplicity and flexibility. But are you fully aware […]
keep readingFinancial resolutions to boost your wealth this year Taking a proactive approach to clarify your current financial standing The start of a new year is the perfect opportunity to take a step back and thoroughly reassess your financial situation. It’s a natural time to evaluate and reshape your saving habits, particularly important whether you’re building […]
keep readingAutumn Budget Statement 2024 How could the range of changes impact your wealth planning? The Autumn Budget Statement 2024 introduced a range of changes that could significantly impact wealth planning strategies. From pensions and tax adjustments to shifts in the treatment of business and agricultural assets, the statement calls for individuals with substantial wealth to […]
keep readingMaximise your tax allowances before 5 April Make the most of your financial situation before the deadline The end of the tax year is fast approaching, ending on 5 April 2025. This is your opportunity to review your annual allowances and assess how best to make the most of them. With some significant changes to […]
keep readingFinancial planning for your children’s education Education is one of the most significant and rewarding investments you can make for your child For many students, starting university marks an exciting new chapter in life. It’s a leap forward in education and career aspirations but also brings financial challenges. Anxiety over tuition fees and living costs […]
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