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Could a Legacy Preservation Trust help minimise your IHT bill?
We all want to leave the best legacy we can to those we love. There are some easy steps you can take during your lifetime to protect your estate from Inheritance Tax liability. Families paid £5.7 billion in Inheritance Tax (IHT) from April to November 2024, up...
How you can maximise your pension contribution
Understanding and using your full range of tax breaks on ISAs, pensions, dividends and capital gains will help boost your pension pot, ready for your retirement. Both pension and ISA annual allowances offer real tax efficiencies. Planning a tax-smart retirement Some...
Passive – Active: it’s not either/or
The debate between active investing (where a fund manager picks stocks to try and outperform the market) and passive investing (where the aim is to replicate the market) is now dated. Today, there are a range of options between these two poles. The basic argument for...
Top tips for maximising your ISA returns
Getting the most from your ISAs while ensuring the right mix of Cash and Stocks and Shares ISAs, will make your savings and investments work as hard as possible. You still have plenty of time to review what you’ve got, and top up where you need to, before tax...