Our Insights

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Three IHT Tips

Chancellor Rachel Reeves agreed to extend the IHT threshold freeze for another two years to 2030 – meaning more people will now likely pay IHT...
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Growth Or Value Invest

Central banks around the world are embarking on an interest rate-cutting cycle. But what does this mean for growth and value companies? Rate Cuts Affect...
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Pre Budget ToDo’s

ISA, pension and tax rules can change, and their benefits depend on your circumstances. Here are some things you can do: Pension Contribution We’ve seen...
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IHT Gifting to Grandkids

Inheritance tax can be a significant concern when planning your estate, but there are strategic ways to minimise its impact. An effective method of reducing...
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Possible Tax Rise

In her first speech as chancellor, Rachel Reeves reinforced Labour’s pledge that there would be no rises to National Insurance (NI) or value added tax...
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Labour Pension Changes

The new Labour government is expected to bring big changes to our pensions. Labour have promised a review of the pensions system to make sure...
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Saving In Falling Inflation

UK inflation is nearing its target, but there’s still no certainty about the Bank of England rate cut.  The Bank of England will want to...
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ISAs Are Changing

ISAs are a great option to make investing as tax-efficient as possible. Once money is paid into an ISA, it’s then sheltered from both UK...
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Avoid 60% Tax

If you’re earning between £100,000 and £125,140, the tapering of the personal allowance means you could end up paying 60% tax. Tax regulations can change...
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2024 Pension Changes

We’ve seen some big changes to pensions over the years, but next year could see the foundations laid for some large developments. The proposed ‘lifetime pension’ will...
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Autumn Statement Review

A cut to National Insurance (NI) in the autumn statement appears good for struggling budgets. But in reality we’re still set for a post-war tax burden high,...
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IHT Might Be Gone

The conservatives are considerig reforms to inheritance tax (IHT) in a bid to shore up voter support ahead of next year’s general election. Some of...
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