IHT Planning
The Inheritance Dilemma: Should You Spend or Pass On Your Wealth?
If you’ve spent years building wealth, there’s a point where the question shifts from how to grow it to what to do with it. Should you enjoy it while you can? Pass it on to family now? Or preserve it for future generations? There’s no one-size-fits-all answer, especially in 2025, with changing tax rules, rising […]
Posted in IHT Planning
What 2025 Tax Changes Mean For Your Wealth
Taxation is one of the biggest stumbling blocks in any financial plan. It’s one of those things that we all know about but regularly fail to plan for, but doing so can have huge ramifications for your ability to preserve or build your wealth. Tax can affect all aspects of your finances, too, from your […]
Posted in Financial Planning, 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