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Practical steps to pass on wealth tax-efficiently. Intergenerational wealth planning is most effective when tax, investment, family governance and timing work together. This guide sets out practical options using current UK rules and allowances. It explains how to combine annual exemptions and larger lifetime gifts, where trusts and family investment companies can help, and why pensions continue … Continued
Welcome to Our Budget 2025 Review The Government’s Budget 2025 sets the tone for the year ahead, introducing a range of measures that will shape the economic landscape for individuals, businesses, and investors alike. Our Tax Director, Gillian Johnston, has analysed the Chancellor’s announcements to highlight what matters most – clarifying key tax changes, opportunities … Continued