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04

Aug
August Market Commentary

August Market Commentary Introduction UK equity markets hit new heights in July as the FTSE100 cruised through 9000 despite sluggish…
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Financial Planning|Market Commentary

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02

Aug
HMRC returns £49 million to pensioners for overpaid taxes

HMRC returns £49 million to pensioners for overpaid taxes Between April and June this year, HMRC issued refunds amounting to…
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Financial Planning|Pensions|Tax

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01

Aug
UK inheritance tax take reaches fresh high of £6.7-billion

UK inheritance tax take reaches fresh high of £6.7-billion The UK government collected a record £6.7 billion in inheritance tax…
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Economy|Financial Planning|Inheritance Tax

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29

Jul
Review of state pension age announced by government

Review of state pension age announced by government The Department for Work and Pensions (DWP), led by Minister Liz Kendall,…
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Financial Planning|Pensions|Retirement

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01

Jul
From 10 years away to one left to go: How to prepare for retirement

From 10 years away to one left to go: How to prepare for retirement Retirement planning is critical to financial…
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Financial Planning|Retirement

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28

Jun
Inheritance tax receipts spike again

Inheritance tax receipts spike again Ever more families are facing inheritance tax (IHT) bills as frozen thresholds push more estates…
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Financial Planning|Inheritance Tax

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23

Jun
Preparing for retirement: From 30 to 15 years to go

Preparing for retirement: From 30 to 15 years to go Retirement planning is the cornerstone of financial security in your…
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Financial Planning|Retirement

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22

May
ISA reform rumours escalate as Chancellor eyes allowance cuts

ISA reform rumours escalate as Chancellor eyes allowance cuts Savers are at risk of making mistakes if they act upon…
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Budget|Financial Planning|Investment|ISA's

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12

May
Bank of England Base Rate Cut: What It Means For UK Households

Bank of England Base Rate Cut: What It Means For UK Households The news in short On 8 May 2025,…
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Banks|Economy|Financial Planning

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01

May
Intergenerational financial planning: A roadmap for families

Intergenerational financial planning: A roadmap for families Intergenerational financial planning is about creating a structured approach to managing and transferring…
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Financial Planning|Inheritance Tax|Pensions

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Financial Planning Archives | HK Wealth

August Market Commentary

HMRC returns £49 million to pensioners for overpaid taxes

UK inheritance tax take reaches fresh high of £6.7-billion

Review of state pension age announced by government

From 10 years away to one left to go: How to prepare for retirement

Inheritance tax receipts spike again

Preparing for retirement: From 30 to 15 years to go

ISA reform rumours escalate as Chancellor eyes allowance cuts

Bank of England Base Rate Cut: What It Means For UK Households

Intergenerational financial planning: A roadmap for families

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