by ross | Jul 16, 2024 | Uncategorised
Minimise Inheritance Tax Allow your loved ones to benefit more from your accumulated wealth Effective planning minimises the burden of Inheritance Tax (IHT), allowing your loved ones to benefit more from your accumulated wealth. If the value of your estate is above...
by ross | Jul 16, 2024 | Uncategorised
Only two-fifths of Britons know how to boost their Pension How much money will you have for retirement, where it’s invested, and what are you being charged? According to new research[1], just two-fifths (42%) of the UK population know how to contribute more to their...
by ross | Jul 16, 2024 | Uncategorised
Downsizing in later life Research highlights what people consider before making the decision Data has revealed that while a third of over-45s (29%) say they have plans to downsize in the next five years, just 13% of over-75s have actually made the move[1]. As people...
by ross | Jul 16, 2024 | Uncategorised
Retirees supporting family and friends financially Nearly 40% support grown-up children, a spouse or partner, a parent, an elderly relative, or a friend When times are hard, it makes sense that families will look for ways to support each other emotionally and...
by ross | Jul 16, 2024 | Uncategorised
Building financial confidence in children Sharing values and encouraging children to formulate their own Having a conversation with children about money early on helps them to build financial confidence and learn foundational principles that will be useful for years...
