If the value of your estate is more than £2 million when you pass away, the threshold for paying Inheritance Tax (IHT) could be lower than you think. It might leave your loved ones with a larger tax bill than you expect. Find out what you need to know about IHT thresholds.
Emotional resilience could mean you’re better prepared to handle stressful situations, including financial ones. So, discover some steps you may take to improve your financial resilience.
A financial plan isn’t a one-size-fits-all solution. Instead, to get the most out of it, it should be tailored to your circumstances and goals, and consider your financial worries. Find out more here.
The number of ISA millionaires has tripled in the last three years. If you want to reach the £1 million milestone, consistent deposits and investing could be the key to securing your goals.
The end of the tax year is approaching and some key allowances will reset. Find out more about five useful tax allowances that could reduce your overall tax bill and form part of your financial plan.
Your established habits and past experiences might influence the financial decisions you make today, and could affect your ability to reach your goals. Find out more and what you could do to break potentially harmful patterns.
When creating an estate plan, you might want to pass assets to loved ones who cannot manage their finances themselves. In some cases, a trust could be a valuable option to consider, and some questions might help you understand if it could be right for your goals.
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