IHT Planning
The Budget, Inheritance Tax, and Your Pension
The biggest pension bombshell of the Budget came in the form of an IHT (inheritance tax) announcement. It states that as of April 6th, 2027, inherited pension funds will be liable to IHT, so some savers will have to rethink their retirement planning. In this article, we’ll explore the changes and explain who will be […]
Posted in Financial Planning, IHT Planning, Pensions, Retirement Planning
Understanding the Role of Financial Advisers in Estate Planning Services
While estate planning services may not be the easiest topic to discuss at the breakfast table, they should be part of your long-term financial plans. This is where the role of a financial adviser is critical, providing opinion, guidance, and advice from a neutral position. As with many financial strategies, it is as much about […]
Posted in Financial Planning, IHT Planning
Intergenerational Wealth: Mitigating Tax Liabilities
Planning for the future is the cornerstone of wealth management, but there are lots of mistakes people make when coming up with a financial strategy. This article will seek to address these mistakes and mitigate one of the most common issues of intergenerational wealth planning – tax. What is intergenerational wealth planning? Simply […]
Posted in IHT Planning