Legacy of love: Navigating inheritance tax changes after the 2024 Budget 13th February 2025Reading Time: 3 minutesAs it’s Valentine’s Day this week, we wanted to look at how you can leave a legacy for your loved ones in view of recent inheritance tax changes. There have…
Year-end tax planning and State Pension back payments 6th February 2025Reading Time: 4 minutesAs we approach the final financial quarter, now’s a good time to focus on your year-end tax planning. Make use of your pensions and savings allowances and check that you’re…
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,…
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