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People don’t understand IHT 

In the news

A third of people expecting £300k+ inheritance don’t fully understand IHT, risking lost family wealth   Only 20% plan lifetime transfers, 22% avoid inheritance discussions and

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Autumn housing market outlook

Autumn housing market outlook

Buyers gain negotiating power with more homes available and improving mortgage affordability  Sellers must adopt competitive pricing strategies as overpriced homes risk being overlooked  Modest

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Autumn Budget – forward thinking

Autumn Budget – forward thinking

The Autumn Budget may bring tax changes affecting pensions, IHT, savings and investments  Speculation is high, but proactive planning can strengthen financial resilience ahead of

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