Business Property Relief and Agricultural Property Relief – changes ahead
From April 2027, changes to the rules mean that some qualifying business and agricultural assets may no longer benefit from the same level of IHT relief as before, particularly where the value of those assets exceeds certain thresholds.
Budget 2026 – planning ahead, not predicting
The Budget is on the horizon, what will Chancellor John Healey announce in his first Budget on 28 October? Look beyond the headlines, don’t get swept away with pre-Budget speculation
Pension Awareness Week – Are you on track for the retirement you want?
Pension Awareness Week is the ideal time to review retirement plans, understand new pension tax changes and check you’re on track.
Financial Awareness Day – Why financial confidence matters at every stage of life
This Financial Awareness Day, discover why money and mental health are so closely linked, why financial stress can affect anyone, and how taking time for a simple financial review can help you move forward with greater confidence.
