One of the key considerations we have when, following the creation of a detailed Financial Plan for a client, we recommend investing, is to consider how long the money will be invested before it's needed. Here we consider why age is often not a significant factor.

Michael explains how taper relief applies when you make a gift.

How to maximise the IHT Annual Exemption to Gift £9,000 (or £18,000 for a couple): A Step-by-Step Guide

All pension funds will soon be subject to IHT on death. Michael explains the potentially significant impact this will have for many.

Trustees are required to register with the Trust Registration Service by 1st September 2022. If you're a trustee, find out more here.

The Office of Tax Simplification (OTS) published its long awaited report on the reform of Inheritance Tax this morning. Whilst the report...