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Inheritance tax

Read our articles on inheritance tax and find out we can help you manage IHT.

How can investing in AIM shares help to manage inheritance tax (IHT)?

With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).

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Your Autumn Statement 2022 update and what it means for you

This was never going to be an easy message for a Chancellor to deliver. The economy is in recession and yet tax rises and tight public spending are now the order of the day.

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How to calculate your personal tax allowance over £100,000

In this article, Head of UK Financial Planning, David Goodfellow, explores the two scenarios that can cause you to pay the 60% tax rate and provides our top tips if you are caught by them.

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When is the right time to retire?

Ask yourself these eight questions to keep your retirement plans & your portfolio prepared for inflationary times.

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Wealth planning for business owners and entrepreneurs

Many of our clients are entrepreneurs or are involved in a family business but we often find that they do not make a distinction between business and personal assets when it comes to wealth planning. Fortunately, there are many ways to safeguard your own and your business’ future security but getting the right advice is essential.

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Post-COVID-19 tax planning: what can I do to mitigate tax rises?

Following the UK’s most recent Budget, we revisit our Post-COVID-19 Wealth Planning Guide on tax to look at just how the changes announced could affect you, as well as the potential for more changes to come.  

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.