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Having a Will helps ensure your wishes are followed and your assets go to the people you choose. Reviewing your Will regularly helps keep it up to date with changes in your family and personal circumstances.
View ArticleDying without a will can mean your assets go to unintended people. The article explains inheritance rules for spouses, children and unmarried partners, highlighting that separation doesn’t end inheritance rights. Writing a will ensures your wishes are followed and helps prevent family disputes.
View ArticleThe five most valuable tax breaks for higher earners: using a spouse’s allowances, boosting pensions, choosing tax-efficient investments, gifting surplus income to reduce inheritance tax, and using salary sacrifice to cut income tax and National Insurance.
View ArticleThe article discusses a savings strategy offering a guaranteed return that may help people plan for inheritance tax and manage the potential tax liability on their estate.
View ArticleThe article explains how the way life insurance is arranged can affect inheritance tax, potentially leaving families paying more tax than necessary.
View ArticleThe article explores the experience of starting over after retirement, highlighting the challenges and opportunities of beginning a new chapter in later life.
View ArticleThis episode focuses on financial planning in the dental profession. The available information does not confirm whether Chester Rose is mentioned.
View ArticleThe article explains ways pension savers may unintentionally trigger costly tax charges and highlights the importance of understanding pension rules.
View ArticleChester Rose has appointed Samantha Wallace to lead its Creative Arts Pension Scheme, which has 18,000 members and £300m in assets. She will identify opportunities to grow the scheme.
View ArticleThe article covers National Friendly entering the UK term assurance market and the expected State Pension increase.
View ArticleThe article discusses seven steps to help people prepare financially for retirement and plan for the costs of later life.
View ArticleChester Rose has appointed Samantha Wallace, formerly of Defaqto, to lead its Creative Arts Pension Scheme. She will identify strategic growth opportunities for the scheme and support the firm's
View ArticleChester Rose has appointed Samantha Wallace from Defaqto to lead its Creative Arts Pension Scheme, which has 18,000 members and £300m in assets. She will identify growth opportunities among film, TV and other creative professionals.
View ArticleChester Rose has appointed Samantha Wallace, formerly of Defaqto, to lead its Creative Arts Pension Scheme. Founded by Richard Dunbabin in 2021, Chester Rose manages £400m in assets and acquired the scheme through its purchase of Hencilla Canworth in 2024.
View ArticleThe article explores common pension annual allowance pitfalls that could lead to an unexpected tax charge, and how careful planning can help avoid them.
View ArticleBy Esther Shaw
View ArticleThe maximum amount a couple can pass on free of inheritance tax is £1 million in assets – but the reality is often very different. We look at why the £1 million inheritance tax-free allowance might be less than you think.
View ArticleBy RUTH JACKSON-KIRBY
View Article‘Retirement smile’ strategy could be the key to ensuring your life’s savings will last.
View ArticleThis article explores Inheritance Tax (IHT) concerns, highlighting that many families may be worrying unnecessarily. Sue Allen is featured, noting that many retirees assume they will face IHT when this is often not the case.
View ArticleTweak everyday habits, cancel unused subscriptions or rethink that second car to ease your future finances
View ArticleBy RACHEL LACEY, FINANCIAL MAIL ON SUNDAY
View ArticleFrom holidays to healthcare, smart spending could enrich your life and save your beneficiaries thousands in inheritance tax.
View ArticleOur financial planners are happy to help journalists seeking comment on wealth management and financial planning issues. If you would like to speak to them, or have any other media enquiries, please contact Paul Farrow at Rattle PR on 07796445635 or email him at paul@rattlepr.com.