Author: Gemma Hughes

Retirement planning – What do you need to know?

Retirement planning is a vital financial aspect of your affairs that requires careful consideration and strategic planning throughout your life. Whether you’re a high net worth individual or an average income earner, the goal remains the same – to secure a comfortable retirement lifestyle. Aligning retirement goals with financial strategy Retirement goals can greatly vary…
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What does the probate process involve?

When someone passes away, their assets and property need to be distributed according to their wishes. This process is known as probate. Probate is a legal process that involves applying for permission to administer the estate of a deceased person. Establishing the value of the estate The first step is to determine whether a grant…
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What to consider when writing or updating your Will

Writing a Will is an important step in planning for your future and ensuring that your assets are distributed according to your wishes after your death. It can be a daunting task, but with careful consideration and guidance, you can create a Will that reflects your wishes and provides security for your loved ones. Your…
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HMRC gains £700 million back in Inheritance Tax due to complex rules

In the last five years, HM Revenue & Customs (HMRC) has retrieved more than £700 million in Inheritance Tax (IHT) from 2,100 families who took steps to attempt to minimise significant tax charges. Making gifts during your lifetime is a known method of managing and minimising IHT liabilities prior to your death but HMRC has…
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