Understanding the Inheritance Tax 7 Year Rule
Thursday 18 September 2025
Understanding how the Inheritance Tax 7 year rule works and how it applies to lifetime gifting is essential when making informed decisions.
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Thursday 18 September 2025
Understanding how the Inheritance Tax 7 year rule works and how it applies to lifetime gifting is essential when making informed decisions.
Tuesday 2 September 2025
We fully support the Financial Conduct Authority’s (FCA) InvestSmart initiative, which encourages consumers to think carefully before investing.
Wednesday 20 August 2025
This article explores how gifting surplus pension income can be a powerful tool for your estate, under current regulations and with future changes.
Tuesday 5 August 2025
One of the most critical and often underestimated aspects of separation is the financial impact, particularly on investments, pensions and savings.
Friday 25 July 2025
Following consultation, HMRC has now confirmed that these changes have moved a step closer to coming into force from 6 April 2027.
Tuesday 15 July 2025
Several personal, emotional, and financial factors are prompting grandparents to leave inheritances directly to grandchildren.
Thursday 10 July 2025
Financial scams are becoming more advanced, targeting everyday people in increasingly convincing ways. This guide explains the most common types.
Wednesday 11 June 2025
Independent Financial Adviser Howard Goodship reflects on 5 common investor mistakes
Monday 2 June 2025
Offshore bonds can be a valuable part of a long-term financial strategy, especially for high earners seeking tax efficient investments.
Friday 30 May 2025
Divorce is one of the most emotionally and financially challenging experiences anyone can face. Read our guidance from Lonsdale Financial Planners.
If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.