Family Articles

When managing an estate in the UK, gifting is a central consideration.

Inheritance tax (IHT) in the UK is levied on the value of a person’s estate upon death.

Please note that the legislation hasn’t been finalised yet, so changes are still possible, and further details are still expected.

Many people looking to build their retirement savings consider investing part of a defined contribution pension in stocks and shares.

When it comes to savings and investment strategies in the UK, Individual Savings Accounts (ISAs) are popular due to their tax efficiency.

In today’s complex financial landscape, the terms “high earner” and “enough” often crop up in discussions about income, lifestyle and financial planning.

The Individual Savings Account (ISA) is a tax-efficient wrapper available to UK residents.

Pre-nuptial agreements, commonly referred to as ‘prenups’, are legal contracts that prospective spouses may choose to sign before marrying.

Building £500,000 in savings is a significant milestone, but whether it is ‘good’ depends on your personal circumstances, goals and lifestyle.

Getting onto the property ladder is increasingly challenging for many young people.

Surplus income, the money left after meeting essential living costs, plays an important role in financial planning, particularly around the end of the tax year.

Many assume that a high income guarantees wealth.