Estate Planning

Provided with a personal touch.

Key takeaways from this year’s Budget

Key takeaways from this year’s Budget

Chancellor Rishi Sunak has unveiled a variety of spending initiatives in his second Budget since stepping into the role.  The pandemic has pushed UK borrowing to a peacetime record of £355bn and borrowing is expected to total £234bn in 2021-22. Read the latest insight...

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One in four over 50s unsure of inheritance tax liabilities

One in four over 50s unsure of inheritance tax liabilities

Over 50s are in danger of losing vast sums to the Treasury, due to a lack of understanding and preparation for their assets when they die. According to research carried out by financial services group WAY Investments and shared exclusively with Moneywise, nearly half...

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Will UK interest rates rise next month?

Will UK interest rates rise next month?

Here we go again…the Bank of England has dropped heavy hints on interest rates. It could order an increase next month, according to the latest market pricing. Many are puzzled with the sudden change in communication given the fragile state of the economy and the...

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