If you’ve worked hard to build up your pension pot — alongside property, investments or a business — there’s an important change on the horizon that could have a major…
We all want to make sure the wealth we’ve built over a lifetime goes to the people and causes we care about — not straight to the taxman. But understanding…
🌱 Investments & Inheritance Tax Planning: Keeping More in the Family When most of us think about investing, we imagine growing our wealth so we can enjoy life today and fund…
According to FTAdviser, in the next 30 years around £5.5 trillion will be passed to younger generations in Britain through inheritance. It’s been called “the greatest wealth transfer in UK…
What is Inheritance Tax? Here I am, talking about death again! This time, Estate Planning and inheritance tax (IHT). But what is Inheritance Tax? In simple terms, IHT is a…