From April 2027, changes to the rules mean that some qualifying business and agricultural assets may no longer benefit from the same level of IHT relief as before, particularly where the value of those assets exceeds certain thresholds.
The Budget is on the horizon, what will Chancellor John Healey announce in his first Budget on 28 October? Look beyond the headlines, don’t get swept away with pre-Budget speculation
Pension Awareness Week is the ideal time to review retirement plans, understand new pension tax changes and check you’re on track.
This Financial Awareness Day, discover why money and mental health are so closely linked, why financial stress can affect anyone, and how taking time for a simple financial review can help you move forward with greater confidence.
In the news – we examine rising UK dividend payouts, increasing investment scams and millions earning minimal interest
Wealth in the news – salary sacrifice confusion, fraudsters target private school fee payments and lack of later life planning
A lot can change in ten years and financial needs shift. While life rarely stands still, many people’s money habits do
The government’s decision to freeze the higher rate tax thresholds means more workers will become higher rate taxpayers
Retirement planning may feel overwhelming, but small steps can close the gap
Inflation eased in April, UK trade deal with Gulf partners, Fuel Duty freeze extended and unemployment rate rises