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Professional advice

1 min read

Harold Stephens: Are pensions now best avoided at death?

By Richard Higgs, Chartered Independent Financial Planner The 2024 Budget announced that from 2027/8, pension funds will count towards an...
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1 min read

Perennial Wealth: What the Inheritance Tax reforms mean for you and how you can optimise your legacy

In October, Labour introduced several reforms to Inheritance Tax (IHT), including: Reviewing your estate plan now could help you navigate...
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1 min read

Harold Stephens: Changes to Inheritance Tax – Labour’s First Budget

Richard Higgs, Chartered Independent Financial PlannerAs we await further details on the recent Autumn Budget, here’s an overview of what...
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1 min read

Navigating the Responsibilities of Lasting Power of Attorney

Richard Higgs, Chartered Independent Financial PlannerBeing appointed as an attorney for a Lasting Power of Attorney (LPA) carries significant responsibility....
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1 min read

Auctionet: Antique Finds

Auctionet is a treasure trove for those looking to add unique and original pieces to their home decor. With a...
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1 min read

Harold Stephens: Pensions and Inheritance Tax: What you need to know

When it comes to pension lump sum death benefits, the scheme administrator/ trustees typically decide who receives these benefits, whether...
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1 min read

Lasting Power of Attorney and Gifting

Richard Higgs, Chartered Independent Financial Planner The power to make gifts as an Attorney is a common question. It could...
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