Tag: wealth transfer

Tax Efficiency

Avoid Inheritance Tax Gifting Pitfalls: Save Your Family

Did you know gifting can slash your inheritance tax bill? But one wrong move could cost your family thousands. Discover...

23/07/2025

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Retirement Planning

Why Inheritance Tax Hits Families Hard

Shocking: 10% of estates face £500,000+ inheritance tax bills! Find out why and how to protect your family’s wealth before...

22/07/2025

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Tax Efficiency

Navigating Inheritance and Gift Taxes in Europe

Did you know some European countries charge up to 87% on inheritances, while others are tax-free? Discover how to navigate...

16/07/2025

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Retirement Planning

Baby Boomers’ Retirement Plans: No Inheritance for You?

Are you counting on a big inheritance? Baby Boomers have other plans—travel, family, and living it up. Discover why only...

07/07/2025

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Investment Tools

Why Social Trading Platforms Are the Future of Investing

Social trading platforms are shaking up investing! From community-driven strategies to global expansion, discover why they’re Wall Street’s new darling....

09/06/2025

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Retirement Planning

Smart Ways To Manage A £10,000 Windfall For Wealth

Got a £10,000 windfall? Don’t blow it! Learn smart ways to save, invest, or spend it wisely to secure your...

03/06/2025

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Retirement Planning

Why Inheritance Tax Hits Couples Harder Than Ever

Inheritance tax is soaring, hitting couples with bigger bills. Frozen thresholds and new rules are changing the game. How can...

22/05/2025

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Retirement Planning

How to Slash Your Inheritance Tax Bill

Did you know your estate could owe £200,000 in taxes? Uncover simple tricks to cut your inheritance tax bill and...

20/05/2025

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Property

Will Your Family Home Face Inheritance Tax Soon?

Rising house prices could mean your family home faces inheritance tax by 2035. Discover why and how to prepare before...

15/05/2025

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Retirement Planning

Women’s Money Confidence: Breaking Barriers

Women are confident money managers but face barriers. Dive into the 2024 survey revealing their financial habits and desire for...

01/05/2025

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