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How to mitigate your Inheritance Tax bill

At a glance Nobody likes talking about death, and many of us aren’t that keen about talking money either. So it’s not surprising that many of us put estate planning, and IHT…

Will paying for long-term care affect my inheritance planning?

At a glance Many of us find it hard to think about ourselves, or our parents needing help as we get older. And when we do start to think about it –…

Navigating the Spring Budget: Opportunities for Tax Efficiency and Financial Planning

This year’s Spring Budget arrived a tad earlier than usual amidst a backdrop that’s become all too familiar in recent years: rampant speculation and anticipation. Much of the pre-budget discourse centred around…

Growing firms face challenges, but there are positive signs for the year ahead

At a glance News that the UK went into recession at the end of 2023 is a reminder of the tough economic environment facing small businesses. But despite this, the outlook for…

Using pensions and ISAs to reduce your tax bill

At a glance Many of us will face bigger tax bills this year. With the personal allowance frozen until 2027/28, plus the additional rate threshold dropping to £125,140, taxes will increase by…

Why tax planning is crucial from launch: your start-up to-do list

At a glance Tax planning can feel like a low priority for new business owners as you understandably focus on getting sales and operations off the ground. But optimising your tax position…

Everything you need to know about tax in retirement

At a glance Once you retire, you pretty much stop paying into your pension and started drawing it. However, many people keep contributing, or keep their pension invested for most of their retirement. Understanding…

Understanding your emotions can make you a better investor

At a glance In this article, we look at the four most common emotional responses triggered by money – and how you can manage them. Everyone is prone to letting their heart…

Keep it in the family with tax-smart estate planning

At a glance There comes a point in life when we start to think about what will happen after we’re gone. We all want to do the right thing for our families…

Can I pass on my pension when I die?

At a glance Many people only start thinking about inheritance when they’re writing their Will*. Deciding who gets what, and how much, certainly focuses your mind. But there is real value, and…

Getting on top of Capital Gains Tax 

At a glance Capital Gains Tax (CGT) can trip many of us up. It’s a tax on the profit, or ‘gain’ that you make when you sell or even gift an asset…

You, your divorce and your taxes

This article covers the tax issues to consider if you are divorcing and live in England and Wales, or Northern Ireland. Scotland has a different legal structure, so it’s important to speak…

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