Monthly Archives: September 2021

Inheritance Tax

Minimising the impact of on your estate The latest Inheritance Tax (IHT) statistics show an additional 4% was added to HM Revenue & Customs receipts compared to the previous year[1]. IHT is a tax payable when you die. Whether your beneficiaries have to pay it, and how much they’ll pay,… Read More»

Making inheritance gifts from surplus income

Are you making use of this useful and much under-utilised exemption? If you want to make inheritance gifts from surplus or excess income, there is a useful and much under-utilised exemption that allows gifts over and above the value of £3,000 per annum to be made without these gifts forming… Read More»

Build your own financial plan

Vision without action is merely a dream Having a financial plan in place early on can make it easier to manage your money further down the line. It’s never too early to make a financial plan. The sooner you work out your goals and start following a plan to achieve… Read More»

Preparing for the unexpected

Protection should be a core part of your financial plan If you are worried illness or injury could leave you without enough to pay bills, there are solutions to help protect your income. While some people could rely on state benefits as a safety net if they experienced a sudden… Read More»