Tag: family wealth

Retirement Planning

The £1 Million Inheritance Tax Allowance Myth Couples Need to Know

Most couples assume they can pass on £1 million tax-free to their loved ones, but the reality is far more...

04/05/2026

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Retirement Planning

Wealthy Parents Regret Gifting Fortunes to Kids

Imagine handing over millions to your kids only to face a cash crunch later and wonder how to get some...

02/04/2026

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Smart Money

Junior ISAs for Smart Inheritance Tax Planning

With big pension inheritance tax changes coming in 2027, many families are turning to Junior ISAs instead. The £9,000 annual...

02/02/2026

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Retirement Planning

5 Phrases That Make Kids Excited to Save Money

When my son heard just one of these 5 sentences, he ran to his piggy bank and asked if we...

11/12/2025

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Retirement Planning

Why Heirs Rarely Keep Their Family’s Wealth Advisor

Only 27% of heirs keep their parents’ wealth advisor. Why the disconnect? Uncover the surprising reasons and what families can...

16/10/2025

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Retirement Planning

Why Families Gift Pensions to Kids to Slash Inheritance Tax

Families are pouring money into kids’ pensions to dodge inheritance tax. But how does it work, and could it secure...

07/10/2025

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Retirement Planning

Should You Donate Your Kids’ Inheritance to Charity?

Are wealthy parents right to donate their kids’ inheritance to charity? Uncover the surprising reasons behind this trend and what...

07/08/2025

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Retirement Planning

Trump Accounts: $1,000 for Newborns Explained

Newborns now get $1,000 Trump Accounts to build wealth. How do they work, and can they secure a brighter future...

12/07/2025

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Retirement Planning

Unclaimed UK Estates: Is Your Family Name Worth Millions?

Could you be heir to a fortune? Over 5,700 unclaimed UK estates await their owners. Check if your family name...

26/06/2025

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Tax Efficiency

Avoid Inheritance Tax Pitfalls: Gifting Done Right

A family faced a £176k tax bill due to a gifting mistake. Discover how to gift assets wisely and protect...

30/05/2025

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