Frost Financial Management Ltd

Will paying for long-term care affect my inheritance planning? Many of us find it hard to think about ourselves, or our parents needing help as we get older. And when we do start to think about it – perhaps in our 50s or 60s – the cost implications can make us wince.

Don’t leave your family an avoidable IHT bill Inheritances can be life changing. An inherited lump sum can send children or grandchildren to great schools, or on great gap years. They can mean a mortgage paid off early, or a new business launched.

For all my friends who happen to be elite sports stars...

Financial own goals: five mistakes elite sports stars typically make Financial own goals: five mistakes elite sports stars typically make

How to mitigate your Inheritance Tax bill Nobody likes talking about death, and many of us aren’t that keen about talking money either. So it’s not surprising that many of us put estate planning, and IHT strategy, on a back burner.

Using pensions and ISAs to reduce your tax bill Many of us will face bigger tax bills this year. With the personal allowance frozen until 2027/28, plus the additional rate threshold dropping to £125,140, taxes will increase by £40 billion by 2028, according to the Institute for Fiscal Studies.2

Keep it in the family with tax-smart estate planning There comes a point in life when we start to think about what will happen after we’re gone. We all want to do the right thing for our families and loved ones, both now and when we’re no longer around.

Five things you need to know about Inheritance Tax Five things you need to know about Inheritance Tax

How you can beat the 60% tax trap How you can beat the 60% tax trap

The importance of responsible investing The importance of responsible investing

Your options for accessing your pension Your options for accessing your pension