Find out what the Autumn Budget 2024 changes mean for UK farms: IHT impacts, new relief limits, NI and Minimum Wage. Includes a worked inheritance tax example.

Avoid costly mistakes ahead of a UK budget by maximising your current personal allowances, focussing on long-term financial planning and waiting for the details.

Discover 6 tax-saving strategies for married couples in the UK. Learn how allowances, exemptions, transfers and smart planning can reduce your tax bill.

What are the steps to revising your will and estate plan post-divorce to ensure your assets and loved ones are protected and your wishes accurately reflected?

Understand Inheritance Tax in the UK: The history, thresholds, exemptions, gifts, trusts and more. Learn ways to reduce your IHT liability and get expert advice.

Learn about the changes to pensions and taxation coming into effect on 6th April 2023, following the 2023 Spring Budget. Stay up-to-date with our quick summary.

The UK has a tax system that taxes people at different rates, depending on what they earn. There are further charges for VAT, National Insurance and Duties.

The Pension Lifetime Allowance is the amount you can save into your pension pot and retain all tax benefits. Exceed this amount and you may pay additional tax.

SSAS stands for 'Small Self-Administered Scheme' which are set up by company directors to offer greater levels of control over how their pensions are invested.

A Junior ISA (JISA) could be a simple tax-free way for families to transfer wealth over time and may set your children and grandchildren up for life.

If your 20s are for setting good habits and your 30s are for building wealth, your 40s are about reviewing, reflecting and plugging any gaps before retirement.

Managing your finances in your 30s is all about balance, planning and rhythm. These are our top 5 recommendations for what to do with money in your 30s.

One of the first questions we are asked by prospective clients, is ‘how much does your advice cost?’. This is of course a perfectly reasonable question. In this article, we will look at the typical ways Financial Advisors charge and the range of costs people may come across when shopping around for financial advice.

Without being too morbid, life expectancy affects all of our plans. From how much we need to retire, when we can retire to annuity rates and care funding, we all need to understand the arc of life and make plans accordingly. The question is though, what is the life expectancy for men and women in the UK?

Capital Gains Tax (CGT) is a potential target for reform to start to recoup the significant costs of the pandemic. The recommendations put forward by the Office of Tax Simplification (OTS) in its review of CGT, which were published on 11th November, have created quite a stir.

In 2015, one of our advisers, Louise Baughan, was diagnosed with colon cancer. This is Louise’s personal story of how critical illness insurance changed her life, aided her recovery and now allows her to spend quality time with her family.

Protection insurance is an umbrella term typically used to describe insurances which provide cover for you and your loved ones in the event of your death or illness, such as life insurance, income protection and critical illness insurance.

They say that two things are certain in life; death and taxes. A Legacy Folder can make calculating your final estate taxes and understanding your wishes as easy as possible for your family when the time comes.

Pensions are normally exempt from Inheritance Tax (IHT). So with the right planning, pensions can be used as an effective way of passing on money after your death without incurring or increasing your IHT bill.

Taking time to consider what your estate is worth and how much Inheritance Tax (IHT) might be payable on your death can be a highly beneficial exercise.