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Inheritance Tax: 5 shrewd strategies for reducing a potential bill

Published: September 4, 2024 by Jennifer Armstrong

If you take a proactive approach to managing your wealth, you could reduce how much Inheritance Tax (IHT) your estate may be liable for when you pass away.   Last month, you read about what IHT is and when estates become … Continue reading

Investment market update: July 2024

Published: July 29, 2024 by Jennifer Armstrong

In July, the markets were affected by general elections taking place in the UK and France, and the ongoing presidential campaign in the US. Read on to find out what else affected investment markets in July 2024. Uncertainty and numerous … Continue reading

5 interesting figures that prove financial protection could provide a valuable safety net

Published: by Jennifer Armstrong

It’s a common misconception that financial protection doesn’t pay out when you need to make a claim. This belief might put you off using it to create a valuable safety net. Read on to discover some key figures that prove … Continue reading

3 fundamental questions to answer if you’re investing for children

Published: by Jennifer Armstrong

Building a nest egg for your child or grandchild could give them a head start when they reach adulthood. It might allow them to pursue further education, get on the property ladder, or even enjoy a gap year. While saving … Continue reading

Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

Published: by Jennifer Armstrong

Failing to set out your wishes in a will could mean your assets aren’t passed on to the loved ones you’d like to benefit from your estate. As a result, this could have a significant effect on your legacy. A … Continue reading