Planning

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Tax is one of life’s certainties but by understanding your tax bill and making the most of your allowances, you could minimise your tax bill

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Gifts and Inheritance Tax

Making gifts from capital and income can reduce your Inheritance Tax (IHT) liability - but there are rules you…

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Cash ISAs explained

Cash ISAs are one of the easiest and most tax efficient ways to save

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Planning during your retirement

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Planning during your retirement

Check that your money is still working hard for you

Please be aware that the value of tax benefits will depend on individual circumstances and tax rules can change. If you are in any doubt, please seek professional advice.

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Everyone's circumstances are different and what applies to one person may not be right for someone else. The suggestions above are based on a general assumption of each circumstance and they are not intended to provide advice or recommendation.