Certain innate behavioural traits influence decision-making
Saving flexibly for a first home and retirement
Lifetime Individual Savings Accounts are being launched by the Government to help 18 to 40-year-olds to save and invest flexibly for the long term. The aim is that people will not have to choose between saving for their first home and retirement.
Inheritance Tax – no longer a tax that only the richest people in society have to face
Taking preventative action is essential
With careful planning and professional financial advice, it is possible to take preventative action to either reduce your beneficiaries’ potential Inheritance Tax bill or mitigate it out altogether.