Whether you’re an employee, self-employed, or managing multiple income streams, being organised and making the most of your allowances and tax-efficient opportunities can help you
Inheritance Tax (IHT) is a reality for many UK estates, and recent changes mean it’s more important than ever to review your financial arrangements. At
Make the most of your tax-free ISA allowance before the end of the tax year or you will lose out. The 5th April signals the
With countless lenders, loan types, and complex terms to navigate, finding the right mortgage deal can feel overwhelming, even at the best of times. Working
In the 2024 Autumn Budget, Chancellor Rachel Reeves laid out significant changes to how unused pension savings are treated for inheritance tax (IHT) purposes. George
George Square’s Dick Durrant discusses some of the key points from the Budget 2024 with David Lane of LGT Wealth Management. *Please note that the
George Square’s expert independent financial advisers provide updated insights into common questions about inheritance tax (IHT), including recent changes to how pensions will be treated
Big changes are on the horizon for pensions. From 6 April 2024, the Lifetime Allowance will be scrapped entirely, making way for fresh rules. George
It may feel like 2024 has just arrived, but now is an excellent time to start planning ahead for the tax year-end so you can
The main reason to write a will is to ensure your wishes are carried out after you die, but did you know it could help
