Our educational hub explores topics across the landscape of wealth management and financial planning.
Wealth Adviser, Sagar Morjaria outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2019.
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.
With so many political and economic uncertainties currently affecting all of us, the importance of planning ahead financially has never been more relevant.
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.
The issue of inheritance tax planning will always be controversial. This is largely because it’s a secondary tax on accumulated wealth that has already been subject to tax, or even an inheritance that has already been subject to IHT.
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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.