72% of UK adults unaware gifts from surplus income are IHT-exempt For many families, gifting money to children or grandchildren
Tax
Data shows families are paying unnecessary tax without planning ahead Planning for your death is unlikely to be a cheery
With the main taxes ruled out, attention is shifting to other revenue generators As Chancellor John Healey delivers his first
Why a junior pension could be a smart family move For many families, passing wealth down to future generations has
The hidden tax trap that could be costing higher earners thousands With wages rising and frozen tax thresholds pushing more
The wealth transfer strategy more families are exploring As changes to Inheritance Tax (IHT) and Capital Gains Tax (CGT) rules
Tax-free ways to support your children and grandchildren Passing wealth to the next generation is a primary concern for many
Proactively managing your allowances can help you maximise your savings and investments Tax is an unavoidable part of life for
Reducing your estate’s Inheritance Tax liability for your loved ones Considering the later years of your life is an essential
The inevitable shift in the approach to intergenerational wealth transfer Pension savers intending to pass on their retirement funds to
Navigating this requires careful planning to ensure you maximise your earnings Recent figures from HM Revenue & Customs (HMRC) reveal
Frozen thresholds and new caps reshape the financial landscape for savers and investors Last year’s Autumn Budget outlined several fiscal