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Keep it in the family with tax-smart estate planning
At a glance There comes a point in life when we start to think about what will happen after we’re gone. We all want to do the right thing for our families and loved ones, both now and when we’re no longer around. How can we leave our family, especially our children, better off and […]
> Read MoreCan I pass on my pension when I die?
At a glance Many people only start thinking about inheritance when they’re writing their Will*. Deciding who gets what, and how much, certainly focuses your mind. But there is real value, and tax-efficiency, in financial planning that considers retirement and inheritance as part of the same long-term, family financial plan. Why it makes sense to […]
> Read MoreGetting on top of Capital Gains Tax
At a glance Capital Gains Tax (CGT) can trip many of us up. It’s a tax on the profit, or ‘gain’ that you make when you sell or even gift an asset that’s increased in value. It’s a complicated area of tax-planning. Some people pay who could have mitigated some or all of the tax, […]
> Read MoreYou, your divorce and your taxes
This article covers the tax issues to consider if you are divorcing and live in England and Wales, or Northern Ireland. Scotland has a different legal structure, so it’s important to speak with a qualified financial adviser and a solicitor if you are separating from a spouse or civil partner in this part of the […]
> Read MoreFive things you need to know about Inheritance Tax
At a glance We all want to do the right thing by our families. Recent research published by St. James’s Place revealed more than two-thirds (69%) of SJP clients expect to provide some form of financial support for their family at some point1. And more than one-third of those people expected that support to be in the […]
> Read MoreInvesting to beat inflation for the long-term
At a glance Even though, at time of writing, the inflation rate, as measured by the Consumer Prices Index (CPI), has reduced significantly from 10.5% in December 2022 to 4% in December 20231, inflation remains a hot topic. This is welcome news for consumers, although prices still remain high and most families are still keeping […]
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