Understanding how to pass on wealth in the most tax efficient manner is key to cutting the amount that HM Revenue & Customs (HMRC) can claim when it eventually comes to assessing inheritance tax (IHT).
4mins
Early Bird ISA Investors Catch the Worm
Many ‘eleventh hour’ investors have rushed to complete their ISA applications over the last week or so to beat the end of tax year deadline. But it’s the early birds in the new tax year that can arguably catch the best tax breaks.
3mins
Preparing for an adviser meeting
If getting your finances into shape is on your to-do list for 2023 then you might be planning to see a financial adviser who can help.
3mins
COP27 and sustainable investing
The Cop27 summit – the United Nations’ annual climate change get-together – has come to a close after much debate about how to solve the climate crises, mostly surrounding how to tackle stamping out dependency on fossil fuels.
3mins
Teaching kids about money
Set kids up to win at managing money Financial education has been part of the national curriculum in secondary schools for several years now – but is not compulsory for primary schools.
