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May 2026

Daily Mail - This Is Money

The seven common inheritance tax mistakes that could cost you a fortune

By RUTH JACKSON-KIRBY

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May 2026

The Telegraph

How the ‘u-shaped’ retirement theory can help you plan your income

‘Retirement smile’ strategy could be the key to ensuring your life’s savings will last.

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May 2026

SAGA

Are you worrying unnecessarily about inheritance tax?

This 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.

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Apr 2026

The Telegraph

How to reduce your spending by more than £5,000 a year before you retire

Tweak everyday habits, cancel unused subscriptions or rethink that second car to ease your future finances

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Apr 2026

Daily Mail

The trick to NEVER running out of money in retirement… and beating inheritance tax

By RACHEL LACEY, FINANCIAL MAIL ON SUNDAY

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Apr 2026

Saga

How to enjoy your money wisely and reduce your inheritance tax bill

From holidays to healthcare, smart spending could enrich your life and save your beneficiaries thousands in inheritance tax.

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Our 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.