Sandwich generation
Two-thirds of people in the UK will care for a loved one at some point With life expectancy rising and more people starting families later, around 1.3 million individuals in… Read More »Sandwich generation
Inheritance Tax
Autumn Budget Statement 2024
What it could mean for your finances On 30 October, Chancellor of the Exchequer Rachel Reeves will deliver the Autumn Budget Statement 2024, accompanied by a comprehensive fiscal statement from… Read More »Autumn Budget Statement 2024
Navigating the complexities of inheritance
Should you consider estate planning and gifting for future generations? As we age or accumulate more wealth, protecting and preserving our assets for future generations becomes increasingly essential. This process,… Read More »Navigating the complexities of inheritance
Placing assets into a Trust
Ensuring your legacy is managed according to your wishes long into the future Trusts are a powerful tool for estate planning, providing flexibility and control over asset distribution. Properly structured,… Read More »Placing assets into a Trust
Ways to reduce a Capital Gains Tax liability
How will you ensure more of your money will go towards your future? From using your annual exemption to saving in an Individual Savings Account (ISA), we look at ways… Read More »Ways to reduce a Capital Gains Tax liability
Financial planning conversations you need to have
Protecting your legacy and boosting your children’s financial security Discussing finances can evoke anxiety or discomfort, and this tension doesn’t ease when family members are involved. Nevertheless, parents of adult… Read More »Financial planning conversations you need to have
Many Britons unaware of incorrect tax codes
What you need to know to avoid discrepancies and potential financial strain According to research[1], almost a third of UK adults who have checked their tax code (31%) have found… Read More »Many Britons unaware of incorrect tax codes
Building financial confidence in children
Sharing values and encouraging children to formulate their own Having a conversation with children about money early on helps them to build financial confidence and learn foundational principles that will… Read More »Building financial confidence in children
Minimise Inheritance Tax
Allow your loved ones to benefit more from your accumulated wealth Effective planning minimises the burden of Inheritance Tax (IHT), allowing your loved ones to benefit more from your accumulated… Read More »Minimise Inheritance Tax
Caring for grandchildren
How it can help you boost your State Pension Around one in five grandparents over the age of 50 in the UK provide childcare help for their grandchildren, but thousands… Read More »Caring for grandchildren
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