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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...
Getting your head around tax jargon: the top seven terms explained
Understanding the various tax terms and acronyms, such as ISAs, IHT, CGT or pension allowances not only improves your financial wellbeing – it could save you tax too. Every industry has its share of jargon, acronyms and tech-speak – but it sometimes feels like...
Planning your retirement is the single biggest reason for seeking advice
Retirement planning is the nation’s single biggest reason for seeking financial advice. One in three over-44s will actively seek advice on planning retirement in the next six months. Retirement planning often comes too late, with only one in 10 (12%) Gen Zs and one in...