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Tax year 2022/23 changes to be aware of
The new UK tax year for 2022/23 officially kicked off last month, and it’s important to remember that every new…
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Tax-free ISA allowance – use it or lose it!
The 5th April signals the end of the current tax year, which is also the deadline for using your tax-free ISA…
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IHT planning: protecting your estate for future generations
If you struggle to navigate the UK’s Inheritance Tax (IHT) regime, you are not alone. Whether you are setting up…
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10 steps to help you build a better financial future
As we begin the new tax year, working out what your money is doing for you now and where it…
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How to make the most of your pension allowances
Saving into a pension is one of the most tax-efficient ways to prepare for your retirement. Not only do pensions…
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Estate planning: how to transfer your wealth effectively
Estate planning can be an emotional subject, and as a nation we are often reluctant to talk about inheritance with…
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The gift of giving: four ways to reduce your inheritance tax bill
Intergenerational planning helps you put financial measures in place to benefit your children or grandchildren later in life. Careful preparation…
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Inheritance tax planning: new rules for families
George Square Financial Management explains the new rules around inheritance tax and how to protect your assets against unnecessary inheritance…
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