Inheritance Tax

Inheritance tax voted ‘the most hated tax’

By |March 29th, 2016|

According to a poll carried out by financial website loveMONEY.com, 90% of people declared that they disliked inheritance tax, dubbing it the ‘most hated tax’ in the country.

The new statistics, which haven’t come as a shock to our financial advice team here in Morley, arrive after HMRC announced that more people across the country, including […]

More families becoming wise to inheritance tax bills

By |March 23rd, 2016|

Inheritance tax can be an expensive and unexpected payout for families if the right measures aren’t followed. For financial advisers such as our Morley team, tax breaks to avoid these are common knowledge due to our background and industry experience.

Heritage Wealth Solutions are therefore delighted to hear that individuals across the country, including here in […]

Do you need a financial planner?

By |November 27th, 2015|

At Heritage Wealth Solutions, our Leeds-based team regularly get asked the question ‘why do I need a financial planner?’ That’s because not many people see the benefits of having an experienced financial adviser manage their monies.

But speaking to a professional about your finances, investments, taxes and even retirement planning can provide you with a clear […]

Inheritance tax changes explained

By |August 5th, 2015|

As Leeds-based financial advisers, the team here at Heritage Wealth Solutions are constantly keeping ourselves up-to-date with all of the latest finance news.

We were, of course, keenly monitoring the Summer Budget presented by Chancellor George Osborne earlier this month – particularly his plans to raise the inheritance tax threshold from £325,000 per person to £500,000.

What […]