How to prepare for the 2027 pension changes
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
January 28, 2025
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
The new UK tax year for 2022/23 officially kicked off last month, and it’s important to remember that every new financial year brings changes to
If you struggle to navigate the UK’s Inheritance Tax (IHT) regime, you are not alone. Whether you are setting up your estate planning or sorting
Saving into a pension is one of the most tax-efficient ways to prepare for retirement. Not only do pensions enable you to grow your retirement
Through estate planning, you can also take steps to minimise the impact of taxes and other costs on your estate, as George Square Financial Management