Is your pension IHT-proof or about to take the hit?
With pensions falling into the IHT net from April 2027, taking the necessary steps now can help protect your legacy before the changes move against you.
Ask our Expert: Your financial planning questions answered
Financial expert Ben Mitson offers expert insight to your most crucial money questions – from tax-efficient ISA withdrawals and gifting strategies, to when you should purchase an annuity.
Should I consider Relevant Life Insurance?
Looking for a simple, tax-efficient way to provide life cover for company directors and employees? Relevant Life Insurance (RLI) could be the optimal solution.
Mortgage affordability: Why UK banks are lending bigger
Homeownership just got a lot more doable. Lower rates, looser rules, and quirky new products mean lenders are handing out bigger loans. So what exactly is driving this shifting mortgage landscape?
Time is ticking: How to give your tax plan a year-end boost
A few thoughtful steps now – boosting pensions, maxing out ISAs, or trimming capital gains – could save you thousands in tax and leave more of your money where it belongs: with you, not HMRC.
Autumn Budget breakdown: What it means for your financial planning
While the Budget prioritises economic stability over growth, it also creates opportunities to optimise financial planning. This briefing outlines the macro outlook and what the announcements mean for your financial planning.
Ask our Expert: Your financial planning questions answered
Financial expert Joe Hogg tackles your biggest money questions – from offshore investment bonds and personal injury trusts, to whether impaired life annuities could boost your retirement income.
You’ve inherited a lump sum – what now?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to explore how to make the most of an inheritance – without the risks that often come with it.
Is it time to consolidate your pensions?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to discuss whether combining your pensions could help you save money and gain greater control over your retirement.
Selling a business? How to exit smoothly and tax efficiently
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to explore how to make selling your business a reward – not a tax surprise.
