Knowing the amount of an inheritance tax bill and having the funds to pay it can be two very different things
01 March 2024Inheritance tax applied to an estate is usually an emotive topic.
Inheritance tax applied to an estate is usually an emotive topic.
Contracting out of SERPs was introduced in the late 80’s (1988) and was popular for many years, with this option ending in April 2016.
The issue of providing for the potential need for long-term care, whilst also looking at ways to reduce the effects of inheritance tax.
During 2023 we saw an elevated level of changes being made to some individual investment funds, via mergers, closures and changes in fund investment mandates.
With 2024 dawning, we look forward to the coming year with anticipation.
Understandably, many find the options for providing pension income and tax-free cash daunting, with many abbreviations, words and phrases that are simply gobbledegook.
The vast majority of workers in the UK are likely to be saving into a pension plan, thanks to workplace pension legislation.