Aren’t people protecting their wealth from Inheritance Tax?
HMRC’s latest monthly bulletin shows that Inheritance Tax receipts for April 2023 to March 2024 were £0.4 billion higher than the same period last year. Every month I have the…
Ongoing Advice – Have You Reached Your Destination?
“FCA questions 20 biggest firms about ongoing advice services” – that’s a headline that’s certainly sparked some fascinating conversations. The industry is starting to look back, reviewing what has, or…
Understanding The Value of Advice
It’s the time of year when juggling multiple priorities can sometimes feel like an acrobatic feat and it’s easy to get distracted from the fundamentals. I was reminded of this…
Is There Too Much Focus On The Capital Gains Tax Exemption?
As we approach the final quarter of this tax year, I await the normal flurry of advertising campaigns encouraging investing for tax efficiency: “Use your ISA allowance”, “Maximise pension contributions”…