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17th January 2025

Lifetime ISA under threat

Nine years after the popular Lifetime ISA (also known as LISA) was created, the Treasury Committee has now launched a review to determine whether it is still ‘fit for purpose’ among other considerations.

16th January 2025

Inflation slows, savings rise – a win for savers?

10th January 2025

Tax return deadline fast approaching

13th December 2024

More being caught in 60% tax trap

6th December 2024

HMRC rakes in nearly £1bn in late filing penalties since 2018

26th November 2024

Inheritance tax receipts soar following Autumn Budget

15th November 2024

HMRC increases unpaid IHT rate to 8.75%

8th November 2024

The new 67% tax trap

31st October 2024

Autumn Budget 2024

30th August 2024

Inheritance tax and Gifts – don’t get caught out

Latest news and insights

news
Man refuses to give out British pound sterling money bag.

Lifetime ISA under threat

17th January 2025

Nine years after the popular Lifetime ISA (also known as LISA) was created, the Treasury Committee has now launched a review to determine whether it is still ‘fit for purpose’ among other considerations.

insights
Hands holding up increasing bar graph

Higher bond yields spike investor interest

17th January 2025

In this month's update, we continue to look ahead at markets in 2025 and discuss what we see in bonds and equities and how this could evolve over the next 12 months.

news
Balancing swing with piggy bank and shopping trolley on purple pastel background.

Inflation slows, savings rise – a win for savers?

16th January 2025

2024 ended with inflation at 2.6% - slightly higher than the Government’s target of 2%. And with savings rates rising, there are plenty of inflation busting accounts available.

Add to calendar

21 May 2024

How to escape the tax raid on your wealth

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