This quarter’s edition discusses dividends outlook and tax, passing on wealth to the next generation and small steps for you to take to secure your financial future – covering a range of topics like salary sacrifice and protection policies.
An excerpt from the newsletter below…
Inheritance Tax (IHT) is often viewed as something to think about later on in life. It can feel distant, complicated and easy to put off while you focus on building your career, supporting family and growing your finances. With rising property values, frozen thresholds and more wealth being passed between generations, IHT is becoming relevant to more families than ever before.
Understanding IHT now isn’t about predicting the future, it’s about being aware of what you might inherit, how it could be affected by tax and how your own financial decisions today could shape the legacy you leave behind. Even a family home or pension savings could one day push an estate over the threshold.