23 February 2023
Six things to do before the end of the financial tax year
With a few weeks left before the end of the tax year, here are a few last-minute things to consider to maximise your tax allowances
20 January 2023
I’ve inherited a lump sum, what should I do with it?
Inheriting a lump sum can feel quite overwhelming. While we can’t tell you how to spend it, we can suggest a few options worth considering
9 June 2022
Gifting in your lifetime to reduce inheritance tax
As well as being there to see your family's enjoyment, gifting is also a great way to reduce the value of your estate for Inheritance Tax
27 May 2022
Setting up trusts and gifting in your lifetime
Make sure more of your wealth is on passed to your loved ones; setting up trusts and gifting can help reduce any inheritance tax due
23 April 2022
The four key stages of financial business planning
Kerry McCaughan looks at four critical stages of family financial business planning: protection, profit, succession and inheritance
21 January 2022
Tax planning considerations for expats
While you should never base investment decisions solely on tax efficiency, there are several ways to reduce your tax bill in retirement.
11 December 2021
11 ways to reduce your tax bill in retirement
While you should never base investment decisions solely on tax efficiency, there are several ways to reduce your tax bill in retirement.
8 December 2021
Tax-efficient ways to leave a legacy
Inheritance tax can cause chaos for families during what is already a difficult time, which is why it’s worth planning the most efficient way to leave your legacy.
26 November 2021
What to do with an unexpected windfall
Whatever the reason for the windfall, we believe it’s essential to explore your options when it comes to making the most of your money.
22 November 2021
How to make the most of your pension
Retirement is a time to focus more on leisurely pursuits - so how can you make the most of your pension so you can make the most of your retirement?