• 10th March 2026
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Professional advice

1 min read

Harold Stephens: Using surplus income for inheritance tax planning

By James Kenward; Independent Financial Adviser For wealthier individuals, pensions have traditionally been the last asset accessed due to their...
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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

Beau Nash: Antique Silverware as Possible Inheritance Tax Solution

By Ron Pringle, Beau Nash Antiques With the arrival of the new government, many are reconsidering their financial strategies, particularly...
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1 min read

Significant lack of awareness of Labour’s pension IHT changes

By James Kenward; Independent Financial Adviser A recent Opinium report reveals a striking lack of awareness among the 8.5 million...
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1 min read

Perennial Wealth: How delaying your retirement could improve your financial stability and wellbeing

As life expectancy continues to rise, many people’s retirements could stretch beyond longer than they thought, and they may need...
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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

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

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

Beau Nash: Find Antique Silverware a New Home

By Ron Pringle, Beau Nash Antiques We’ve all heard the saying, “One man’s rubbish is another man’s treasure,” and it...
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