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UK

Wealth planning

Our independent wealth planners share their expertise in our educational wealth planning hub. Read more here. 

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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Wealth succession planning
19 October 2022 in News & Views , Wealth planning

Thinking about how best to pass on your wealth? If so, our independent wealth planners suggest asking yourself these four important questions.

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Changes to HMRC’s Trust Registration Service – do the new rules apply to you?
18 August 2022 in Wealth planning

New legislation has come into force which requires the majority of UK-resident trusts to be registered with the Trust Registration Service by 1 September 2022. If you are a trustee, you may need to register the trust you act for with HM Revenue & Customs (HMRC) using the government’s online Trust Registration Service (TRS).

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Financial planning for business owners
13 April 2022 in Wealth planning

Read how you can support your clients through the sale of their business and the three key questions.

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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.