Financial News
Protecting your loved ones with a Will
Providing greater control over your assets and protection for those who matter A Will can help you put your financial affairs in order, plan your
Five questions to ask yourself before retirement
Are you doing enough today to give yourself the freedom and choices you want tomorrow? Retirement should be something to look forward to, not a
Inheritance Tax gift rule many families may be overlooking
72% of UK adults unaware gifts from surplus income are IHT-exempt For many families, gifting money to children or grandchildren is simply a way to
What will retirement look like for you?
Practical ideas for creating a purposeful and enjoyable next chapter Retirement is one of life’s major milestones, bringing greater freedom but also a significant change
The 15 million workers heading for a retirement disaster
Future pensioners risk being poorer than today’s retirees unless action is taken Retirement may feel like a distant concern for many working people, but a
Offshore Bonds: A tax-efficient route to passing on wealth
The wealth transfer strategy more families are exploring As changes to Inheritance Tax (IHT) and Capital Gains Tax (CGT) rules take effect, many investors may
Are you unknowingly paying an effective 60% tax rate?
The hidden tax trap that could be costing higher earners thousands With wages rising and frozen tax thresholds pushing more people into higher tax bands,
Your health could be the key to a larger pension
Maximise your pension by sharing your health story Many UK adults approaching retirement may be missing out on thousands of pounds due to misunderstandings about
The optimal time to pass on your wealth
Making a significant difference to your family’s financial wellbeing Some people choose to wait until they pass away to transfer their assets to their children
