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Article
Capital Gains Tax: what is it and how to reduce your bill
19 Mar 2025
Capital Gains Tax: what is it and how to reduce your bill
Capital Gains Tax can decrease the amount of money you’re left with after a sale. Learn how it works, when it applies, and how to lower your tax bill to keep more of what you’ve earned.
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Article
Gifting money to children with minimal tax
14 Mar 2025
Gifting money to children with minimal tax
Parents will pass on trillions in early inheritances to gift money to their children. But with complex rules surrounding tax efficiency, how can you ensure you’re making the most of the gift? Read our article to find out.
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Article
Navigating the changes to Inheritance Tax on pensions
20 Nov 2024
Navigating the changes to Inheritance Tax on pensions
Changes to Inheritance Tax on pensions could affect how much you leave behind. This article explains what’s changing – and how to keep more of your money in your family’s hands.
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Article
Family wealth management: what is it?
25 Jan 2024
Family wealth management: what is it?
Family wealth management is an integrated approach to handling different aspects of your family's finances, including wealth transfer, estate planning, tax management, plus more. We explore family wealth management in the UK and why it’s important.
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Article
The tax benefits of charitable giving for high-net-worth individuals
21 Jul 2023
The tax benefits of charitable giving for high-net-worth individuals
Charitable giving doesn't just change lives – it can also offer significant tax benefits. Discover how donating to your favourite causes can enhance your sense of fulfilment while reducing your tax liability.
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Article
Make saving to leave an inheritance work for you
06 Mar 2023
Make saving to leave an inheritance work for you
Leaving an inheritance is a common aim for many people in the UK. Despite this, most do not have a will or a comprehensive estate plan in place.
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