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Susan Tait locations covered

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Latest news and insights

insights
Excited senior woman throwing glitters

Who wants to be an ISA millionaire?

29th November 2024

ISA millionaires are on the rise as the number of savers who have at least £1 million in a tax-free account increased by almost 20% between 2021 and 2022.

insights
A boy, a teenager with red hair dressed in a hoodie, looks up with a thoughtful expression on his face

What would you tell your younger self about money?

27th November 2024

We conducted a survey of over 1,100 people to find out what they would tell their younger self about finances if they could go back in time. The results revealed a lot about the importance of financial planning.

news
business woman using calculator

Inheritance tax receipts soar following Autumn Budget

26th November 2024

Inheritance tax receipts reached £5 billion in the first seven months of the 2024/25 tax year in the wake of Reeves' Autumn Budget as the freeze on inheritance tax thresholds continues.

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21 May 2024

How to escape the tax raid on your wealth

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