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Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect

Published: February 7, 2025 by Jennifer Armstrong

Often dubbed the “most hated tax” in the media, Inheritance Tax (IHT) is a tax on your estate when you pass away, which could reduce how much you leave behind for family and friends. If your estate is worth more … Continue reading

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Business owners: 5 reasons you could benefit from saving into a pension

Published: by Jennifer Armstrong

Building a business can be exciting and rewarding, and it might play a key role in ensuring you’re financially secure now and in the future. Yet, focusing all your attention on your business could mean you miss alternative ways to … Continue reading

A woman in her 60s checking something on her mobile phone.

State Pension: Everything you need to know in 2025/26

Published: by Jennifer Armstrong

For many pensioners, the State Pension provides a foundation to build their retirement income. Whether you’re already claiming the State Pension or it’s still some years away, here’s what you need to know in 2025/26. In the 2025/26 tax year, … Continue reading

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Fiscal drag: How threshold and allowance freezes affect you

Published: January 8, 2025 by Jennifer Armstrong

Despite intense speculation that the Labour government would slash tax allowances and exemptions, many are set to remain the same in the 2025/26 tax year. While that might seem like something to celebrate, fiscal drag could mean your tax liability … Continue reading

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Investment market update: December 2024

Published: by Jennifer Armstrong

Political instability in Europe and further afield affected investment markets in December. Read on to find out what other factors may have influenced your investment returns at the end of 2024. Remember to focus on your long-term goals when assessing … Continue reading