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Passing on wealth...every week!

01 June 2024

Most children get their pocket money from their parents, although over a third get money from their grandparents. Gifting to younger generations can be an effective way of reducing an IHT bill!




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Routine, money and time can have a powerful effect

01 May 2024

There have been many articles written on the possible transfer of wealth in the UK to younger generations. This may prove to be the case over time, although there might be other issues, such as long-term care costs, that may slow or reduce any planned gifting.


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Why does Chapters Financial have an Investment House View?

16 April 2024

Markets, and market conditions change over time and having a house view, prepared and reviewed by our Investment Committee on a regular basis, is important to allow us to provide clients with advice and guidance when making investment decisions.



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Easter 2024

27 March 2024

With Easter falling early this year, we hope that you enjoy the long weekend where you can.