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Understanding equity release

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More being caught in 60% tax trap

13th December 2024

A freedom of information request by the Financial Times to HM Revenue & Customs (HMRC) revealed that the number of individuals caught in the 60% tax trap had risen by 45% in just two years.

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A Christmas Slaying for the Magnificent Seven

13th December 2024

Explore 2024's resilient market performance, driven by stable growth, falling inflation, and US equity outperformance. Discover insights on 2025's growth prospects, investment fundamentals, and the importance of diversification.

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

6th December 2024

HMRC reveal a five-year high for late filing penalties they had accrued in the 2022/23 financial year at nearly £1bn after freedom of information request forced them to reveal their figures.

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21 May 2024

How to escape the tax raid on your wealth

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