Succession Wealth

Take the first step towards the future you want for your family — with expert, local financial advice you can trust. Simplify your inheritance planning and make sure your wealth goes where it matters most. • Work with a local financial adviser to simplify your inheritance tax plans • Get clear, expert advice to protect your family’s future • Plan ahead to maximise your Inheritance Tax savings • Trusted by 19,000+ clients for jargon-free, reliable financial guidance • Book a no-pressure, no-obligation confidential chat today Plan ahead with confidence and make your inheritance plan work smarter for your family’s future.

Following the Autumn Budget, we now know that the freeze on Income Tax, National Insurance and Inheritance Tax thresholds is set to run until at least 2030/31. In this 60-second Finance Fast Facts video, James Graham DipPFS highlights why long-term planning is so important as these changes take shape. Visit our Autumn Budget watch pages here: https://lnkd.in/eYPcd6T3 #AutumnBudget2025#FinancialPlanning#SuccessionWealth

I’ve written a short post-Budget article looking at the freeze on Income Tax, National Insurance and Inheritance Tax thresholds – now set to run until at least 2030/31. The freeze on the IHT nil-rate bands is especially important for families planning ahead as this measure will steadily shape how household finances evolve over time.

Make the most of your pension before 6 April with trusted financial advice from local experts. Get clear, tailored guidance to help you understand your pension and drawdown options, maximise tax savings, and achieve your retirement goals. • Access your pension and drawdown options • Maximise your pension tax savings before 6 April • Use your full 2024/25 pension allowances • Get trusted financial advice, rated 4.8/5★ on VouchedFor • Book your no-pressure, no-obligation chat today Start planning the retirement you deserve with confidence.

Make the Most of Your ISA Allowances Before 6 April 2026. Grow your savings and investments more tax-efficiently with expert guidance. Our advisers can help you: - Maximise your tax-free ISA savings - Create a plan to reach your financial goals - Make sure you’re not missing potential tax benefits Rated 4.8/5★ on VouchedFor and trusted by over 19,000 clients. Book a confidential, no-obligation chat with a financial adviser today.