Why IHT planning matters

December 8, 2017
The amount of revenue that the government raises from inheritance tax (IHT) continues to rise year by year. In 2016- 17, the figure rose again to over £4.9bn1, with experts expecting it to be even higher in this financial year. Controversially, the threshold at which [...]
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Lifetime ISAs growing in popularity

December 8, 2017
Despite a relatively low-key launch, the Lifetime ISA, or LISA as it is often referred to, is proving popular with young savers. So far, 28,000 savers have opted for the cash edition of the product and early indications are that the stocks and shares version [...]
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Budget 2017

November 29, 2017
The Chancellor delivered his first Autumn Budget on Wednesday and no doubt you have read or been sent a number of commentaries since then; we have therefore tried to pick out those points that we feel are of most relevance to our clients. Further detailed [...]
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U turn on probate fees

July 3, 2017
Ahead of the general election, the government postponed plans for a sharp rise in probate fees. Obtaining a grant of probate is the process by which someone is given authority to deal with the property, money and possessions of a person after they die. It [...]
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Wills- Don’t leave it too late

July 3, 2017
Statistics from the Alzheimer’s Society show that there are around 850,000 people living with dementia and the number is expected to rise to over one million by 2025. Charities that care for the elderly advise everyone to plan for a time when they might not [...]
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Does how you invest reflect your generation?

April 3, 2017
The way we view our savings and investment reflects when we were born, to a remarkable degree. Those aged 51 to 70 (Baby Boomers), for instance, are more likely to feel that they have been particularly lucky with their cash. This generation saved hard for [...]
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