Your pension and IHT
Plans to include unused pension funds and death benefits within the value of estates for IHT purposes, were announced during the Autumn Budget 2024. This came as a surprise, particularly to those who have worked hard to build a pension as a tax-efficient way to pass wealth on to loved ones.
Kickstart the new tax year with confidence
With proactive tax planning and disciplined habits, you can build a stronger financial foundation and make informed decisions that align with your long-term goals. With the new tax year allowances in place, now is the time to make smart financial decisions.
Let’s get you sleeping better
If you’re losing sleep over your finances, you’re not the only one. According to research, nearly half (45%) of UK adults are lying awake at night because they’re worrying about money.
Using your pension to pass on wealth
If you thought your pension was just your retirement savings then think again.
Time for a midlife MOT?
Just to be clear, we’re not talking about your physical health here (that’s the doctor’s remit). We’re talking about a check-up to assess your financial wellbeing.
The scammers targeting YOU
According to a study from NatWest, seven in 10 people have been targeted by scams over the last 12 months. Vulnerabilities brought on by cost-of-living challenges have likely contributed to the high numbers.