A Christmas gift that keeps on giving
Gifting money or valuable assets at Christmas could make someone’s dreams come true in the New Year, and it’s tax efficient for both the giver and the receiver. Gifting reduces the size of your overall estate for inheritance tax purposes, so gifts made now will have a...
The power of having a tax plan in place
A tax plan has the power to reduce your tax bill, allowing you to keep more of your hard-earned money. It can provide clarity and certainty, giving you peace of mind and freeing up energy for you to focus on other things.The UK tax system is complex, and prone to...
Living to age 100: How to make your pension last longer
More of us are reaching our 100th birthdays than ever before. While a letter from the King may seem exciting, funding a long and comfortable retirement requires careful planning. We explore what you need to consider to ensure your pension savings can stretch across 35...
Budget 2025: Beware of the rumours
As Chancellor Rachel Reeves prepares to unveil her second Budget next month, there’s plenty of speculation about what could be announced. Yet experience shows us that making decisions based on unfounded rumours can often lead to unintended consequences. In light of...