Rising university costs are forcing many parents to delay retirement, borrow, or dip into savings to support their children – with the financial strain often continuing long after graduation.
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One in three parents delay retirement to bankroll student children as cost of higher education bites, new study shows
Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability
Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability
Simon Bashorun, Head of Advice at Rathbones Private Office, explores some of the lesser-known ways to reduce IHT liability.
Financial planners at Rathbones, one of the UK’s leading wealth managers, have reported a surge in client queries about estate planning amid concerns of possible changes to the inheritance tax (IHT) regime in the forthcoming Budget - leading many to consider lesser-known strategies.
An increasing number of Rathbones clients were already reassessing how to manage the transfer
Legal complexity deterring wealthy from leaving money to charity, reveals new research
Legal complexity deters wealthy families from leaving gifts to charity in wills, despite tax benefits and rising philanthropic intent, finds Rathbones.
High earners face £7k extra tax if thresholds freeze extends to 2030
Legal complexity deters wealthy families from leaving gifts to charity in wills, despite tax benefits and rising philanthropic intent, finds Rathbones.
Inheritance tax now tops half a million pounds for almost one in 10 estates
Nearly one in 10 estates liable for inheritance tax (IHT) paid over £500,000 in the latest available year, with the number expected to rise from April 2027 when pensions are set to be included in IHT calculations, according to data obtained by Rathbones, one of the UK’s leading wealth and asset management firms.
Golden Age of property investment in South & East England is over
New research by Rathbones Group shows buy to lets and holiday homes in tourist hotspots have been particularly vulnerable, with rising borrowing costs and weaker capital gains undermining their long-term investment case.
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