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
Kylie Cox
Dec 30, 20243 min read
Sharing Wealth During the Festive Season: A Guide to Lifetime Gifting
Share wealth this festive season with lifetime gifting. Learn how to give tax-efficient financial gifts while reducing Inheritance Tax!
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
Kylie Cox
Nov 26, 20243 min read
Avoiding Asset Deprivation Pitfalls: What You Need to Know
Avoid costly mistakes with care fee planning. Learn how to navigate asset deprivation rules & protect your legacy with expert advice.
26

Kylie Cox
Nov 3, 20244 min read
2024 Autumn Budget Shake-Up: How New Inheritance Tax Rules Could Impact Your Estate Planning
The 2024 Budget brings big changes to estate planning. Higher IHT, new pension taxes & capped reliefs mean it's time to review your plans!
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
Kylie Cox
Oct 10, 20243 min read
The Budget: How Potential Changes to Inheritance and Capital Gains Taxes Could Impact Your Estate Planning
Potential changes to Inheritance and Capital Gains Taxes could impact your estate planning. Plan now to protect your assets and reduce tax
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
Kylie Cox
Sep 5, 20244 min read
How to Gift Surplus Income to Beat Inheritance Tax: Understanding the Rules
Learn how gifting surplus income can help reduce inheritance tax, and why keeping detailed records is crucial to qualify for the exemption.
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
Kylie Cox
Jan 7, 20213 min read
Gifting Assets - Protecting Family Assets through the Generations
Making gifts can have significant consequences on an individual's inheritance tax bill and could lead to the loss or mismanagement of assets
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