Wills & Trusts Wealth Management Group

When you visualise your estate, how much does that value come to? Then imagine 40% of that value that's paid in IHT after the £325,000 threshold. That figure can be a hard pill to swallow, so get in touch with us and let us be the lighthouse to guide you before it's too late.

Wills & Trusts would like to wish you all a very Merry Christmas!

One sleep to Christmas... we hope tonight is a magical one!

We see time and time again where someone's Will leaves their entire estate to someone they're no longer associated with, and they didn't even realise. Review your Will, speak to us, and let's ensure the past does not decide on what you've spent a lifetime to build.

Please note our closing times over the Christmas period; from everyone at Wills & Trusts, we wish you a very Merry Christmas and a Happy New Year. We look forward to welcoming you all in 2024!

This week we celebrated Christmas Jumper Day in style! The team also raised a total of £150 for Crisis at Christmas, ensuring those less fortunate receive the much needed support they may need this Christmas. All that's left to say is who's jumper takes the top spot?!

6 days to go! Book your seat for our upcoming Pensions Seminar taking place on Monday 19th June! Follow the link, don't miss out! bit.ly/45UvHB7

Though the lifetime allowance tax charge for pensions has been removed, this doesn’t mean that the restrictions on tax free cash have also been removed. The limit on tax free cash remains at 25% of the lifetime allowance, so a maximum of £268,275

The pensions money purchase annual allowance has increased from £4,000 to £10,000 per year. This means that there is £1,200 of additional tax relief available from the government for basic rate tax payers every year.

Our Pension Seminars are back! Find out all you need to know about Jeremy Hunt's latest changes and updates; get your seat booked today! bit.ly/3IG4YMj

For the second year running, Wills & Trusts Wealth Management have been voted ‘Best Financial Advisers to Work For’! We would like to thank and congratulate all those at Wills & Trusts, and all those who achieved this fantastic award. Find out more here: bit.ly/3pEC8aI

Like most people, you want to earn more on your savings and investments. We listen to your long-term financial goals and help you develop a strategy around what you want to achieve. So, call us today on 01844 212907 and speak to a member of the team to learn more

The lifetime allowance tax charge on pensions has been removed as of 6th April 2023, effectively meaning there is no lifetime cap on pension values. So, now is the time to review your pension arrangements to ensure any actions are taken before politicians change everything again.

We understand some terminology used in our sector is less than clear, why not get jargon free answers at one of our FREE public education seminars? Follow the link to book your place today at any one of our seminars close to each of our hubs: bit.ly/3IG4YMj

Before you attend one of our seminars, we want to help you get to know the people who will be stood before you. After all, it’s better to hear from a friend than a stranger. Follow the link to hear our speakers in our FREE public education seminars: bit.ly/3LMrViz

Plan for a better retirement. Plan for the future you envisaged. Because the biggest, most important investments are often the most personal. Get in touch today to see how we can help with your pension on 01844 212907

The capital gains tax (CGT) and dividend allowances have been halved as of 6th April 2023. CGT has reduced from £12,300 to £6,000 and the dividend allowance from £2,000 to £1,000. Both are set to be halved again in April 2024!

Wills & Trusts would like to wish His Majesty the King and Her Majesty the Queen Consort a happy and glorious Coronation.

The pensions annual allowance has increased from £40,000 to £60,000 per year. This means that there is £4,000 of additional tax relief available from the government for basic rate tax payers every year. Even more if you’ve got any carry forward allowances available!

Whether making your own succession plans or overseeing the estate of somebody close to you, it’s important to receive proper guidance and support. Contact our team today on 01844 212907, or go to our website now to learn more: bit.ly/3LMrViz