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You are currently viewing posts in Category: Tax Planning.

How to Gift from Excess Income to Address Inheritance Tax

Last updated: July 17, 2025

daughter, granddaughter and grandmother baking, rolling dough out on a table

If you have extra income in retirement, you can make regular gifts from it tax-free. We break down how this exemption can help to reduce your estate’s IHT bill.

2024-25 End of Tax Year: Using Your Allowances

Last updated: March 24, 2026

the words 'tax time' in a speech bubble next to a clock

Our Chartered Financial Planner, Ben, explains how to get ready for the 2024-25 end of tax year. Read on to ensure you are using the available allowances to maximise your finances.

Why Choose a Small, Independent Financial Planning Business?

Last updated: March 24, 2026

Stephen Eve team from left to right: Rav Jackson, Mandy Robinson, Danielle Slater, Ben Slater

There are many benefits to working with a small, independent financial planning company. Here are some points you may want to consider when choosing the type of business you'd like to manage you finances.

2023-24 End of Tax Year: Using Your Allowances

Last updated: March 24, 2026

letter blocks spelling tax on top of coins

Lead adviser, Ben, explains how to prepare for the 2023-24 end of tax year by using the available tax allowances so you aren't paying more than you need to.

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