Leaving a tax-efficient legacy

Considering the rule of seven when making financial gifts

You’ve worked to build up your wealth. But now it’s time to make plans so your loved ones can get the most from the estate you intend to leave behind. If you think you might be affected by Inheritance Tax, it can be tempting to hold off making plans to do anything about it. But the truth is that it’s better to plan earlier for Inheritance Tax.
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Shrinking safety nets

More people set to dip into emergency funds

Having money set aside can help to provide protection against any abrupt financial changes. A new report has identified one in four working households with savings (28%) have started dipping into them to meet rising living costs[1]. A further 30% anticipate they will need to do so in the next year.
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