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  • Aylesbury 
  • Northampton
  • Woking
  • Beaconsfield 
  • Cambridge 
  • Brighton
  • Bath
  • Essex
  • Milton Keynes 
  • Oxford
  • Cheltenham
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Latest news and insights

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A mature couple looking shocked

The new 67% tax trap

8th November 2024

From March 2027, inherited pensions may be subject to inheritance tax, combining unspent pension pots with other assets. This change could lead to a '67% tax trap' as inherited pensions face dual taxation, first through inheritance tax, then through income tax. Explore who’s affected and potential impacts.

insights
couple wondering if you pay tax on investment income and gains

Do you pay tax on investment income and gains?

5th November 2024

You may have to pay income tax on investment income generated from your UK investments. The tax rate on your investment income will vary depending on the type of income you receive, and the type of investment product you receive it from.

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A man putting coins into a piggy bank

Rise of the ISAs

1st November 2024

The latest figures from the Bank of England revealed cash ISAs continue to rise in popularity, with the amount people are saving up 17% in the year to September 2024, from £3.25 billion to £3.79 billion. Read more to find out what's driving this popularity.

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21 May 2024

How to escape the tax raid on your wealth

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Our financial services register entry may be checked by visiting https://register.fca.org.uk/. Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.