Inheritance Tax On ISAs

Inheritance Tax On ISAs

Feb 11, 2021 | Blog, Financial Planning

Many people believe that an ISA is free of all taxes but unfortunately your estate may still pay Inheritance Tax on ISAs when you die.  Along with pensions, ISAs can play a fundamental part of producing a sustainable income in retirement.  But unlike pensions, the...

Bank of Nan and Grandad

Nov 9, 2017 | Blog, Financial Planning

You’ve probably heard of the bank of Mum and Dad but you may be less familiar with the bank of Nan and Grandad. According to Age Partnership over 55s now hold more wealth in their homes than the GDP of Italy. That’s £1.5 trillion! It’s not just property wealth either,...