High earners striving to build wealth, dubbed “Henrys” (high earner, not rich yet), may find their tax position changes drastically as their income grows. Being aware of your tax liability now and in the future could allow you to create…
24% of people think all their savings are tax-free, according to a Lloyds Bank survey carried out in February 2025. However, they could be in for an unexpected shock, as the interest earned on savings might be liable for Income…
When you imagine the worries that might come with taking investment risk, it’s probably “taking too much” that comes to mind. After all, you’ve likely heard stories of people that have invested in high-risk opportunities and lost some or all…
Financial planning can help you to reach your life goals, and give you and your loved ones security and peace of mind. Over the next few months, you can read our blog to discover exactly why a financial plan that’s…
Households are paying more in taxes, research suggests. At a time when high inflation may be affecting your outgoings, finding ways to reduce your tax bill could be valuable. If you’re married or in a civil partnership, planning with your…
The rate of Corporation Tax your business pays may have changed for the 2023/24 tax year. It could affect your profit margins and long-term plans, so it’s crucial you understand what the new rates could mean for your business. After…
When you’re deciding how to pass on assets and who you want them to go to, understanding their value, and how this might change, is crucial. Last month, you read about why estate planning should be part of your overall…
Are you worried about Inheritance Tax (IHT) or how you’ll pass on your wealth to loved ones? For some people, pensions can provide a way to tax-efficiently leave wealth to family. Here’s what you need to know. While IHT currently…
If you’re saving into a defined contribution (DC) pension, you can choose how you access the money. You’ll also be responsible for ensuring the savings provide you with an income for the rest of your life, so understanding the different…
Discussing the financial benefits of getting married or entering a civil partnership may not seem romantic. But these six reasons to tie the knot to potentially reduce tax, pass on assets, and more could help you get the most out…