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Market volatility means thousands of families may have overpaid Inheritance Tax

Published: August 15, 2023 by Jennifer Armstrong

Thousands of families may be entitled to an Inheritance Tax (IHT) rebate due to stock market volatility. As the government does not automatically refund estates when this happens, many families could be unaware they’ve overpaid. Overpaying IHT could occur if … Continue reading

Care home fees have increased by 10%. Are they part of your long-term plan?

Published: by Jennifer Armstrong

Figures suggest the average cost of a care home is on the rise. While it can be difficult to consider, some people will need care in their later years and making it part of your long-term plan could provide greater … Continue reading

Millions of retirees could be overlooking the benefits of annuities, research suggests

Published: by Jennifer Armstrong

The number of retirees choosing an annuity to generate an income is on the rise. Yet, research suggests millions of people may be overlooking the option because they don’t understand how annuities work. An annuity could provide you with a … Continue reading

Investing 101: What you need to know about tax efficiency and your investment options

Published: by Jennifer Armstrong

Investing may provide a useful way to grow your wealth, but getting started can be overwhelming. There are some important decisions to make when investing that could affect the outcomes and the tax you’re liable for, and we’re here to … Continue reading

The 3 types of tax you need to understand before investing in buy-to-let

Published: July 20, 2023 by Jennifer Armstrong

Investing in property is often seen as a savvy way to boost your long-term wealth. But, if you’re thinking about becoming a landlord, there are three taxes you need to factor into your plans to avoid an unforeseen bill. Property … Continue reading