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Budget 2024: What the recent Budget announcements mean for estate and tax planning
Following the Budget on 30th October 2024, significant changes were announced that could affect the way individuals and families approach...
Rhoda Cooper
Mar 17


Succession planning post Budget
In October 2024 the budget introduced major changes to inheritance tax (IHT) and the taxation of pensions on death. In this article, we...
Rhoda Cooper
Mar 12


Finch Tax introduces Zenplans: A smarter way to organise your files
Our lives are made up of so many things, and nowadays almost everything is managed through an online account, which means we need to...
Rhoda Cooper
Mar 12


Year-end tax planning for maximum returns
As the tax year comes to a close, now is the time to review your financial affairs and make strategic decisions to minimise liabilities,...
Rhoda Cooper
Mar 12
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