Wealth Management News

A popular approach to retirement: Phasing

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The way that people view work is something that continually changes, especially as different generations move their way through career paths. As a new generation braces for its twilight years, there is a growing consideration of how best to handle the winding down of work. Rather than abruptly retiring on a fixed day, many are […]

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Family businesses most exposed to 2026 IHT reforms

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In the October 2024 Budget, the Government confirmed reforms to Inheritance Tax (IHT) that will take effect from April 2026. The changes will restrict the availability of Business Property Relief (BPR), which helps reduce the tax liabilities of family-owned businesses. The new £1 million BPR cap BPR currently gives up to 100 per cent relief […]