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Inheritance Tax Changes

Inheritance Tax Changes 2026 What UK Business Owners and Landowners Need to Know   If you own a family business, agricultural land, or other significant assets, the way your estate is taxed is about to change—dramatically. The UK Inheritance Tax rules for 2026 will introduce a cap on reliefs for trading businesses and farmland, meaning many people who previously fell…
David Gregory
May 10, 2025
Client newsletters

Financial Planning for Business Owners

Financial Planning for Business Owners Building Personal and Professional Wealth   Running a business in the UK offers huge financial potential—but it also brings unique risks that can directly impact your personal wealth. That’s why having a robust, flexible financial plan is essential for business owners and company directors in 2025. Your personal finances and your business are often closely connected.…
David Gregory
May 9, 2025
Client newsletters

How to Diversify Your Investment Portfolio

How to Diversify Your Investment Portfolio in the UK A 2025 Guide to Building Financial Resilience   In today’s uncertain financial climate, UK investors are increasingly looking for ways to protect their wealth and plan for the future. Whether you're a first-time investor or reviewing an existing strategy, learning how to diversify your investment portfolio in the UK is essential…
David Gregory
May 8, 2025
Client newsletters

UK Investment Outlook

UK Investment Outlook 2025: How to Protect Your Wealth Amid Global and Domestic Changes   The first quarter of 2025 has been marked by uncertainty, and for UK investors, adapting to the rapidly changing financial landscape is crucial. From new Inheritance Tax rules in the UK to the global impact of US tariffs on UK investments, now is the time…
David Gregory
May 8, 2025
Client newsletters

Maximising Your Retirement Savings

Maximising Your Retirement Savings with a Self-Invested Personal Pension (SIPP)   Planning for retirement is one of the most important financial steps you will take. With the right investment strategy, you can grow your pension pot efficiently and benefit from valuable tax reliefs. One of the most flexible and tax-efficient ways to save for retirement in the UK is through…
David Gregory
March 13, 2025
Client newsletters

Make Your Money Work Harder

Make Your Money Work Harder: Smart Tax Strategies Before the Tax Year Ends   Time is running out to review your financial plans and fully capitalise on tax-saving opportunities before the UK tax year ends on 5 April 2025. Managing your wealth efficiently requires an ongoing assessment of your tax obligations, investment opportunities, and pension contributions. A proactive review of…
David Gregory
March 13, 2025
Client newsletters

Preserving Wealth for Future Generations

Preserving Wealth for Future Generations   Have you thought about what will happen to your wealth and who will benefit from it after you’re gone? Planning ahead ensures that your assets are protected and distributed according to your wishes, giving your loved ones financial security and peace of mind. Estate planning might seem overwhelming, but taking proactive steps now can…
David Gregory
March 13, 2025
Client newsletters

End of Tax Year Planning

End of Tax Year Planning How to Maximise Your Finances Before the 5 April 2025 Deadline   Welcome to our guide to End of Tax Year Planning. Managing your finances efficiently before the tax deadline can significantly impact your financial future. By understanding the UK tax system and available allowances, you can minimise tax liabilities, boost savings, and secure long-term…
David Gregory
January 8, 2025
Client newsletters

Mastering Individual Savings Accounts (ISAs)

Mastering Individual Savings Accounts (ISAs) Unlock Flexibility, Tax Efficiency, and Financial Freedom   Welcome to our comprehensive guide to mastering Individual Savings Accounts (ISAs). In today’s complex financial landscape, investing wisely means more than chasing potential returns; it also requires leveraging tax-efficient strategies to maximise the value of your savings and investments. ISAs remain an essential cornerstone in financial planning…
David Gregory
January 8, 2025
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