Inheritance Tax Shake-Up 2027: Why more families will pay the price

Inheritance Tax (IHT) has always been controversial. Some call it a “death tax”, others see it as a way of balancing wealth across generations. But one thing is certain: from April 2027, the rules are changing and for many families, that means a bigger tax bill. The current rules: How IHT works today Right now, the rules are fairly simple

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Beware the UK “60% Tax Trap” What is it & how to avoid it?

Beware the UK “60% Tax Trap”  What is it & how to avoid it? Most people think the highest tax rate in the UK is 45%, paid by those earning over £125,140. But here’s the twist: if you earn between £100,000 and £125,140, you could actually be paying an effective tax rate of 60% on part of your income when

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Bubble Trouble – Are US Equity Markets Overvalued on a Historical Basis?

When markets rise to new highs, investors often wonder: Is this time different, or are we entering bubble territory? Evaluating whether the U.S. stock market is overvalued requires more than looking at recent gains. Instead, investors can use time-tested measures to compare current valuations against historical averages. Among the most cited tools are Warren Buffett’s Market Cap-to-GDP indicator, the Shiller

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