The generational wealth gap has become all too clear, the baby boomer generation now hold around 80% of all UK private wealth, while today’s younger generation face significant obstacles to accumulating wealth.

The Inheritance Tax Guide explains the importance of obtaining expert advice to allow assets to be passed on as intended. It explains the current IHT threshold, main residence nil-rate band, the use of IHT-free gifts and the seven year rule.  A useful ‘top tips’ page is also included.

Retirement planning involves visualising your key goals for your retirement years and setting up a plan to help you achieve those goals through financial planning.

While our taxes go towards providing the important services we all rely on, such as the NHS and schools, no one needs to end up paying more than their fair share. This guide takes a look at the current tax allowances and exemptions that we are entitled to and how to maximise their use in meeting our individual financial goals.

As the end of the tax year approaches, now is the perfect time to ensure you have your financial affairs in order and to double check you’ve taken advantage of all the tax-efficient allowances available to you. 

​Home insurance protects your property and belongings from unexpected events like natural disasters, theft, and accidents. Understanding its basics ensures you have adequate coverage and peace of mind.​