Now might be an advantageous time to utilise lifetime gifting to reduce Inheritance Tax liabilities, but there is also a broader tax picture to take account of too.
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Users are coming to our service with a huge array of financial challenges, and it may surprise readers to learn just how helpful wealth managers can be in a crisis.
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High Net Worth Individuals are being quick to reassess their financial affairs post-Budget. They are also putting performance under the microscope as the chill investment winds stemming from the coronavirus outbreak start to really be felt.
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Time is running out to complete ISA or pension contributions before the end of the tax year – and to benefit from other savings opportunities likely to cut in the next Budget.
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