


What can we expect in the Autumn Budget 2024?
With the new government’s first Budget scheduled for 30 October, we’re starting to hear some hints and theories about what may be included in the statement. What any changes will actually mean for everybody is yet to be fully understood and, unless there are...
Will paying for long-term care affect my inheritance planning?
Many more of us people are living to 100, and we may need social care for years – making a big dent in our savings and the inheritance we may leave. With careful forward planning, you can mitigate the impact that care fees can have on your inheritance. Financial...
The rise of the multi-retiree family and what it means for your finances
By 2034, more than one million families will include at least two retired generations – an increase of nearly one third (32%) on today.1 Multi-retiree families will need their collective finances to stretch further than ever before, and for longer, impacting both...
Don’t leave your family an avoidable IHT bill
Families paid £4.6 billion in Inheritance Tax (IHT) through the first seven months of the 2023/24 financial year (April to October) – up 12% on the first seven months of 2022.1 Reducing the value of your estate during your lifetime will mean that your family will owe...