Christmas gifting

How to make gifts to a charity, family and friends Aside from regular Christmas presents, this year you may be considering giving money or other assets with a view to Inheritance Tax planning this festive season.

Intergenerational financial planning

COVID-19 increases desire for sustainable investing for half of UK adults The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for more than half … Read More

Wealth preservation 

Minimising the impact of Inheritance Tax on your estate The latest Inheritance Tax (IHT) statistics show an additional 4% was added to HM Revenue & Customs’ receipts compared to the … Read More

Gender pension gap

British women impacted at every stage of career The staggering impact of the gender pension gap has been revealed in research which shows that women have lower pension pot sizes … Read More