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Evolution of bonds
Increasing awareness of intergenerational wealth transfer
A significant proportion of people (47%) plan to pass on their wealth to future generations, with over a third (38%) intending to transfer assets directly to their children, according to a new report[1]. However, many are unaware of how to do this in a tax-efficient way.
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Unlocking financial freedom
Save, invest and grow your wealth for a secure future
A Self-Invested Personal Pension (SIPP) is a type of personal pension that provides you with greater control over how and where your retirement savings are invested. While it operates similarly to a standard personal pension by allowing you to save, invest and grow your wealth, SIPPs stand out because of the flexibility they provide. They enable you to choose from a wider range of investment options, allowing you to tailor your investments to suit your personal goals and risk tolerance.
Protect their future with strategic planning to leave a lasting legacy
Investing for your grandchildren isn’t just about giving wealth; it’s about creating opportunities and stability for their futures. Whether it helps fund further education, a home deposit or even retirement, strategic planning enables you to leave a lasting legacy.
Discover what the Autumn Budget could mean for workers and pensioners
The National Institute of Economic and Social Research (NIESR) has issued a stark warning. If no action is taken, the government is likely to miss its fiscal rule, which requires that day-to-day spending is covered by tax receipts of a significant £41.2 billion by 2029/30. To stay on track, Chancellor Rachel Reeves will need to implement further tax increases.
Tightening gift-giving regulations is among the measures being considered
The UK Treasury is seeking further new ways to reduce the growing deficit ahead of the much-anticipated Autumn Budget. With a financial shortfall exceeding £40 billion, reports suggest that officials, under the guidance of Chancellor Rachel Reeves, are exploring potential changes to Inheritance Tax (IHT) rules. Tightening gifting regulations is just one of the measures being considered to increase revenue and stabilise the country’s finances.
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Passing on wealth through trusts
Is it the right moment to begin safeguarding your wealth for the future?
A UK trust is a legal arrangement in which one party holds and manages assets on behalf of another party, in accordance with the terms set by the trust’s creator.
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