Now might be an advantageous time to utilise lifetime gifting to reduce Inheritance Tax liabilities, but there is also a broader tax picture to take account of too.
From trade wars to the threat of a socialist government raiding family wealth, there is much for affluent individuals to worry about this month.
IHT concerns continue to drive a good deal of our enquiries traffic and it’s also been great to see users getting proactive about professional, good value advice generally as summer gets under way.
Britons are notoriously reticent when it comes to talking about finances, even with family. Yet you really should try to put any qualms aside and […]
Losing a partner often plunges the surviving spouse into financial disarray, but a simple financial plan can head off further strain at an already difficult […]
Here, wealth management and financial planning experts from the findaWEALTHMANAGER.com panel explain key considerations as those inheriting the family home decide their next steps. The […]