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Inheritance Tax receipts reach £6.1bn

We all want to leave a legacy and make sure the ones we care about most are well taken care of when we’re gone. That’s why making plans for Inheritance Tax is so important, to have confidence that your children, grandchildren and those you hold dearest will be taken care of long into the future.

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Self-employed extremely vulnerable to loss of income

Self-employed people are at risk of financial hardship if they don’t have sufficient provision in place. Without a regular income, it can be difficult to cover expenses and also save for the future. In many cases, the self-employed are unable to claim for many of the benefits that employees are entitled to, including statutory sick pay.

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Inflation eating your savings?

Inflation eating your savings? How to benefit from tax reliefs in the current financial year As your income increases, the complexity of your finances may too. Tax-efficiency is a key consideration when investing because it can make such an enormous difference to your wealth and quality of life. However, the type of investment and tax-efficiency […]

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Cost of “saver inaction”

Cost of “saver inaction” Millions of savers think inflation will leave them better off Despite inflation reaching its highest rate for many decades, some people in the UK are not aware of its impact on their finances. More than half of all cash savers (52%) don’t know what impact inflation will have on the real […]

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How to improve your financial health

How to improve your financial health General principles to help you attain specific goals The cost of living crisis is putting immense pressure on many households across the country. In order to make ends meet, some people are cutting back on their spending and looking for ways to save money. One of the best ways […]

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Passing on wealth to the next generation

Passing on wealth to the next generation 30 million parents want to leave wealth in their Will Research[1] has highlighted how millions of Britons say they want to plan to pass on wealth to their children and grandchildren in a Will – but fewer than half have written one. Failing to plan write a Will […]

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‘Home is my Pension’ generation

‘Home is my Pension’ generation 22% rise in people using property to support their retirement The significant increase in property prices in recent years has likely shifted many people’s expectations of the role property wealth will eventually play in supporting their retirement. With people spending longer in retirement, one of the challenges that many need […]

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Discussing inheritance with your heirs

Discussing inheritance with your heirs More than half of UK adults haven’t discussed the subject With wealth for millennials set to double in the next 20 years, it’s time to get over the awkwardness and have the conversation now. One of the main reasons why people don’t discuss their inheritance wishes is that they assume […]

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