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Using Discretionary Discounted Gift Trusts to Navigate the 2027 Pension Reforms
Autumn Budget Summary 2025
[email protected] [email protected] Autumn Budget 2025 SummaryChancellor of the Exchequer Rachel Reeves set out tax-raising measures worth up to £26 billion in the Autumn Budget on 26 November 2025. The increases will be achieved through a range of...
Benefits of Private Medical Insurance
Implementing Private Medical Insurance into your organisation as an employee benefit can have a significant positive impact on employers and employees. In this article, we are going to cover the benefits of implementing private medical insurance as an employee benefit...
Will Rose appointed Head of Risk & Governance
Will Rose Will Rose has been appointed Head of Risk & Governance at Hawsons Wealth Management. Will studied Environmental Studies at Sheffield Hallam University completing his degree in 2007. Will started his career as a Technical Support Adviser in 2008 before...
What is inheritance tax?
What is inheritance tax? The government imposes inheritance tax on the estate of a deceased person before distributing the assets to their heirs. It calculates this tax based on the value of the person's estate (the assets they own individually) above a certain...
Inheritance Tax Planning Guide
Financial Fraud: Safeguarding Your Assets
In today's digital age, financial transactions and personal information are exchanged more rapidly and conveniently than ever before. Whilst this is a positive move for convenience it has also led to a surge in fraud, which can have devastating consequences for...
Average inheritance tax bill reaches £214K
With house prices soaring, more estates are now being subject to inheritance tax as the average inheritance tax bill reaches £214K. In the 2020-21 tax year, inheritance tax was charged on 27,000 estates. An increase of 4,000 compared to the previous year. This raised...
Factors driving the evolution of investing
The environment and climate change has been a hot topic over the last few years. In 2021, more than ever before, environmental and socially responsible issues are at the forefront of the investment landscape. Whilst the practice of ESG Investing has been around since...
Women in Later Life Divorce
Women face the larger financial burden Divorce can be a very difficult time emotionally and financially for those involved. It can be especially difficult in later life due to the fact that married couples will have built up financial assets together. These joint...
State Pension Age Increases – Start Retirement Planning Now
State pension age increases to 66 years’ old It's Official! From 6 October 2020 men and women in the UK will now have to wait until their 66th birthday to receive their state pension. UK residents born between 6 October 1954 and 5 April 1960 will now receive their...