Understanding Inheritance Tax (IHT)

Oct 22, 2025

Inheritance tax (IHT)  can be a tricky topic, but it's important to understand, especially if you want to pass on your wealth to your loved ones. Let's break it down in simple terms.

Intergenerational wealth – financial planning that transcends generations

Sep 16, 2025

Intergenerational wealth refers to assets that are passed from one generation of a family to the next. These assets can either be passed on after death (through inheritance) or passed on to the next generation whilst the giver is still alive.

Maximising tax allowances

Sep 01, 2025

Investing tax efficiently is crucial, and while many use ISAs to avoid unnecessary tax, pensions offer valuable tax savings that are often overlooked.

Changes to the pension legislation and how it can benefit you

Aug 08, 2025

There were key changes to pension legislation in 2023 and 2024 which included the abolition of the lifetime allowance (LTA).  

Diversifying your investments – Don’t put all your eggs in one basket

Jul 15, 2025

We know with near certainty that investment markets will rise and fall. 

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