Record levels of IHT receipts 

May 30, 2024
Figures released by HM Revenue & Customs (HMRC) show that IHT receipts have hit record levels while new data shows the taxman is hunting down thousands of families that have not paid the correct liability on inherited estates. Record sums In the first ten months [...]
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Residential Property Review – May 2024

May 29, 2024
Housing market latest The property market continues to find its feet after a difficult 2023, with buyers remaining cautious due to the higher cost of borrowing. Mortgage rates may not be as high as they were last summer, but they are still elevated. While most [...]
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Get planning children’s financial futures

May 21, 2024
We all want a good start in life for the children in our family. After providing for the immediate needs of younger children, thoughts turn towards the future and consideration of longer-term goals. You may want to consider investing for your child’s future to potentially [...]
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The cost of dying

May 8, 2024
Nearly half (48%) of adults aged 18 to 40 don’t have life insurance1. This puts many in a precarious position, as the unfortunate reality is that the cost of dying is high. Research has found that a premature death can cost surviving family members an [...]
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Crafting your retirement strategy

April 30, 2024
Have you developed a retirement strategy yet? Whether you’re nearing retirement, or you still have many years of your working life ahead, careful planning is essential to secure financial stability and peace of mind when you stop working. Active planning is important According to a [...]
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The surging costs of retirement

April 18, 2024
According to the Pensions and Lifetime Savings Association (PLSA)1, a ‘moderate’ standard of living that includes £55 per week on groceries, a two-week all-inclusive holiday, £10 a week on takeaways and £100 a month to take others out for a meal, could cost a single [...]
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Residential Property Review – March 2024

April 2, 2024
RICS responds to the Spring Budget The Royal Institution of Chartered Surveyors (RICS) has released a statement in response to the Spring Budget. On 6 March, the Chancellor announced that twenty more towns will join the Long-Term Plan for Towns, each receiving £20m. RICS was [...]
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The scammers targeting YOU 

March 27, 2024
According to a study from NatWest1, seven in 10 people have been targeted by scams over the last 12 months. Vulnerabilities brought on by cost-of-living challenges have likely contributed to the high numbers. Sadly, 13% of people have fallen prey to such scams, which are [...]
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What’s your retirement dream?

March 20, 2024
Research1 has revealed that the ultimate retirement dream is actually very simple – financial security for the rest of your life. This is according to a survey1, which questioned 2,000 respondents aged 50 and over on their aspirations for later life. Hopes and dreams Nearly [...]
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Budget 2024

March 8, 2024
Despite being within a year of the next General election, this Budget contained relatively little that affects financial planning. The two much-trailed measures attracting headlines, the reduction of the National Insurance rate and the British ISA, whilst welcome, were both relatively insignificant and are unlikely [...]
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