Busting the myths about inheritance tax (IHT)
Inheritance tax (IHT) is a complex subject that can be costly if not navigated properly. Although there are rumours that the government...
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Ancojada Group
Apr 10, 20233 min read
Contentious probate
Avoid the strain and financial losses that contested wills can cause. Contentious probate claims are a type of legal dispute that can...
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Ancojada Group
Apr 10, 20234 min read
Wealth succession
Making the right preparation for future generations Financial planning can be a daunting and uncomfortable conversation for many, but...
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Ancojada Group
Apr 10, 20235 min read
Future wealth
Ready to start saving for your grandchilds future? Investing in the future of your grandchildren is a great way to help them prepare for...
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Ancojada Group
Apr 6, 20235 min read
Wealth Succession
Making the right preparation for future generations Financial planning can be a daunting and uncomfortable conversation for many, but...
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Ancojada Group
Feb 24, 20233 min read
Protecting those who need you the most
Use lifetime trusts to protect those most vulnerable. Estate planning is a critical part of financial planning that involves making...
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Ancojada Group
Feb 9, 20232 min read
Pensions, death and taxes: the retirement anomaly
There is an interesting lesson to be learned from a think tank’s pension criticism. Think tanks come in many different guises, some more...
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Ancojada Group
Jan 31, 20233 min read
Why use a professional to draft your will?
You’ve decided now is the time to put documentation in place to protect your estate. What next? There are essentially two options...
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Ancojada Group
Jan 30, 20233 min read
Time to talk
Discussing wills and trusts with adult children or dependents. Wealth transfer has become an important issue for many families today....
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Ancojada Group
Jan 30, 20235 min read
Taxing times!
Time for a tax health check? With the current tax year having begun on 6 April 2022, the clock is With the current tax year having begun...
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Ancojada Group
Jan 30, 20233 min read
No "one size fits all" protection solution
Helping you feel confident your family's finances are secure With a New Year comes resolutions. Everyone should make a resolution to...
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Ancojada Group
Jan 26, 20232 min read
Can you really trust your Will?
Discretionary trusts can help protect your loved ones inheritance When it comes to planning for the future and protecting our loved ones,...
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Ancojada Group
Dec 8, 20222 min read
Bad news for unmarried couples
The government has rejected proposals to modernise cohabitation laws in England and Wales, leaving it up to individuals to arrange their...
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Ancojada Group
Nov 7, 20223 min read
Increasing financial support for Millenials
Cost of living crisis drives early inheritance gifting The rising cost of living is cutting into even the most resilient saving pots and...
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Ancojada Group
Nov 7, 20223 min read
Leaving a tax efficient legacy
Considering the "rule of seven when making financial gifts You’ve worked to build up your wealth. But now it’s time to make plans so your...
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Ancojada Group
Sep 24, 20224 min read
Later life and financial wellbeing
More than one million over 60's are rethinking later life plans. With people living longer lives and retirement now lasting up to several...
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Ancojada Group
Sep 23, 20222 min read
It's good to talk!
More young adults are more engaged about money with their parents than past generations When it comes to conversations about money, more...
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Ancojada Group
Sep 22, 20223 min read
Great Wealth Transfer
Preparing both ‘the family’ and ‘the money’ for the transition of wealth to the next generation. If you want to pass wealth on to your...
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Ancojada Group
Sep 22, 20223 min read
Inheritance Tax Receipts Reach £6.1Billion
What if I could make my wealth more tax-efficient? We all want to leave a legacy and make sure the ones we care about most are well taken...
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Ancojada Group
Sep 22, 20222 min read
Inheritance tax receipts double in a decade
New data from HMRC show the Treasury’s inheritance tax (IHT) receipts have doubled since 2012/13. Of all the various taxes levied in the...
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