What are the tax implications of receiving a gift? 29th January 2025Reading Time: 3 minutesIt’s common for parents and grandparents to provide large cash gifts to help reduce future inheritance tax liabilities. However, the 7-year rule applies to gifting, so it’s important to know…
Jet-Set without regret: Financial planning for your dream holiday 23rd January 2025Reading Time: 4 minutesAt this time of year, many of us yearn for a change of scenery, far away from the UK’s dull grey skies. Due to the annual surge in travel bookings,…
How much money do you need to stop working? 16th January 2025Reading Time: 4 minutesA common question our clients ask is how much money they will need to stop working. If you are considering when you will be able to retire, you’ll need to…
Are you missing out on pension tax relief? 9th January 2025Reading Time: 2 minutesAs the 31 January tax deadline approaches, have you factored in pension tax relief? It’s been reported that millions of pounds of higher rate tax relief isn’t being claimed through…
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