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As inheritance tax thresholds remain frozen and asset values rise, more estates are being dragged into the IHT net, making gifting strategies more popular, and more important to get right.
SIPP investors may want to start preparing now.
This guide helps explain the key factors UK savers may want to consider before committing to a SIPP platform.
As the next general election approaches, calls to make the triple lock permanent, or to abolish it entirely, are growing louder.
However, financial planners often warn that gifting too much, too late, can create as many problems as it solves. The good news is that there are several strategies that may help protect a substantial estate without losing control of it.
The good news is that finding lost pensions is often easier than savers expect, and the rewards can be life-changing.
While no one knows exactly what the next budget will bring, there are several steps families may consider.
It is not a perfect calculation, but as a sanity check it can be incredibly powerful.
For pension savers, mergers of this scale tend to bring both opportunities and unanswered questions.
A long retirement requires a different mindset to a short one.
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