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Tax planning

Our educational hub explores topics across the landscape of wealth management and financial planning.

Five top tips to help manage the inheritance tax (IHT) payable on your estate

Inheritance tax (IHT) is payable on anything of value that’s left behind when you die. The rate is currently 40% and due on anything above the nil-rate band of £325,000, so it’s important you know how it might affect you and your family.

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Are you doing enough to manage your inheritance tax (IHT) liability?

Inheritance tax affects a large number of people and can be very costly. David Goodfellow, our Head of Financial Planning, gives his 5 top tips for reducing your inheritance tax liability.

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Financial planning for a prosperous long-term future

With so many political and economic uncertainties currently affecting all of us, the importance of planning ahead financially has never been more relevant.

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Are you paying 60% tax on part of your income?
18 April 2018 in Tax planning, Wealth planning

Wealth Adviser, Sagar Morjaria, reveals how you can end up paying 60% tax on part of your income due to two misleading tax rules, and how to avoid them.

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Covering the cost of care homes

End-of-life care costs can see a lifetime’s accumulated wealth whittled away in just a few years. And with 35% of British workers currently believing they will never be able to afford to live in a care home, putting a financial plan in place has never been more important.

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How do prenuptial agreements work?
13 July 2017 in Tax planning, Wealth planning

Pre and post nuptial agreements have become a  practical way for savvy couples to agree what would happen to their assets, if they separated.

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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