Apex Independent Financial Planning Ltd, Elm Lodge, 14 Elbow Lane, Formby, Merseyside. L37 4AF
Gifting is back in the spotlight due to rising Inheritance Tax (IHT) receipts and ongoing reforms affecting wealth transfer
From April 2027 unused pension funds will no longer sit outside an estate, a significant change in Inheritance Tax (IHT)
A guide to Inheritance Tax thresholds, exemptions and planning essentials
It’s Global Intergenerational Week (24-30 April) – an annual campaign that promotes and celebrates intergenerational connection.
Largest wealth transfer in history: how planning can protect your family’s future