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Wealth/financial planning

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

Budget 2023: balancing caution with surprise
17 March 2023 in Retirement & pensions, Wealth/financial planning, Inheritance

Andrew Chastney breaks down the Spring Budget explaining what the changes might mean for you.

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Five inheritance tax planning tips to help manage the inheritance tax payable on your estate
6 March 2023 in Inheritance, Wealth/financial planning

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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How to calculate your personal tax allowance over £100,000
9 November 2022 in Inheritance, Wealth/financial planning

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 Wealth/financial planning, Inheritance

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/financial 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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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.