1 min readHarold Stephens: Using surplus income for inheritance tax planningBy James Kenward; Independent Financial Adviser For wealthier individuals, pensions have traditionally been the last asset accessed due to their... Read More
1 min readLasting Power of Attorney and GiftingRichard Higgs, Chartered Independent Financial Planner The power to make gifts as an Attorney is a common question. It could... Read More
1 min readNavigating the Responsibilities of Lasting Power of AttorneyRichard Higgs, Chartered Independent Financial PlannerBeing appointed as an attorney for a Lasting Power of Attorney (LPA) carries significant responsibility.... Read More
1 min readPerennial Wealth: 3 ways “sticky inflation” could affect your finances and what you can do about itInflation stayed above the target rate for 9 out of 12 months last year. Read on to find out three... Read More
1 min readPerennial Wealth: 5 Simple steps to get your finances in order for 2025Read on to discover five simple steps to get your finances in order for the year ahead. Maximise your pension... Read More
1 min readPerennial Wealth: How delaying your retirement could improve your financial stability and wellbeingAs life expectancy continues to rise, many people’s retirements could stretch beyond longer than they thought, and they may need... Read More
1 min readPerennial Wealth: What the Inheritance Tax reforms mean for you and how you can optimise your legacyIn October, Labour introduced several reforms to Inheritance Tax (IHT), including: Reviewing your estate plan now could help you navigate... Read More
1 min readSignificant lack of awareness of Labour’s pension IHT changesBy James Kenward; Independent Financial Adviser A recent Opinium report reveals a striking lack of awareness among the 8.5 million... Read More