Inertia can be a dangerous trait, especially for investment. An investment portfolio created years ago can alter over time without the changes being obvious. Avoid funds drift with regular reviews.
The freezing of many tax thresholds and allowances has increased the importance of family tax planning.
The number of people purchasing second properties in the UK has boomed according to government figures, with the total number of second homes rising 30% over the past five years.
Most over 55s have no idea whether there might be inheritance tax (IHT) to pay on their estate — or what the liability might be. With change on its way, understanding IHT may be more important now than ever.
Last year many companies were forced to cut or suspend dividend payments. This year, the reverse is happening and dividends are generally on the up.
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