Inheritance Tax gift rule many families may be overlooking
72% of UK adults unaware gifts from surplus income are IHT-exempt For many families, gifting money to children or grandchildren is simply a way to help with everyday costs or to give them a financial head start. However, new research suggests that almost three quarters (72%) of UK adults do not realise that regular gifts […]
What will retirement look like for you?
Practical ideas for creating a purposeful and enjoyable next chapter Retirement is one of life’s major milestones, bringing greater freedom but also a significant change in routine. After decades of working, it can take time to adjust to having fewer commitments and more choice over how you spend each day.