Monthly Archives: October 2022


October 2022

Unlocking the real value of your wealth

By |2022-10-30T11:57:37+00:00October 28th, 2022|Uncategorised|

Would you agree that wealth is not about hoarding money but the flexibility and financial freedom it affordsto help us achieve our goals and passions? Essentially, wealth has the scope to create a powerful purpose in our lives. Take time to understand your ‘why’ Developing a clear understanding of what you want from life and [...]

Sandwich generation – time to put yourself first

By |2022-10-28T14:51:35+01:00October 28th, 2022|Uncategorised|

Cost-of-living challenges look set to heap further pressure on the sandwich generation (responsible both for bringing up their own children and for the care of their ageing parents), making it vitally important to take advice before making any hasty decisions which could sacrifice their financial futures. People who provide support to adult loved ones will [...]

Time to revist your IHT strategy?

By |2022-10-28T14:44:32+01:00October 28th, 2022|Uncategorised|

IHT receipts have increased for a variety of reasons, including the impact of rising property prices, meaning more families falling within the range of IHT. While thresholds remain frozen at current levels – the nil-rate band is £325,000 and the main residence nil-rate band is £175,000 – IHT can effectively be regarded as a stealth [...]

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