Local wealth advisor Summit Financial Partners acquired by N.C. firm
From left: Strathmore Chief Investment Officer Zach Huneycutt, Director of Tax David Bardin, Summit Financial Partners President Jennifer…
Retiring Early With $1.5 Million? Understanding When It Works And When It Doesn’t
Key Takeaways While most Americans consider $1.5 million to be the “magic number” that they need to save…
How to talk to your adult children about their inheritance
Momo Productions | Digitalvision | Getty Images Older Americans really don’t like talking to their adult children about…
How Marjorie Taylor Greene Locked In Her Taxpayer-Funded Pension For Life
It’s not much cash, and she doesn’t need it, but it’s enough to buy herself 210 MAGA hats…
Unmet HNW advice needs centring around inheritance and private markets
High-net-worth clients with between $5-10 million are found to have the greatest unmet advice needs, according to LGT…
Inheritance tax leaves family construction group ‘on a cliff edge’
A 90-year-old construction business is “looking over the cliff edge” due to planned changes to inheritance tax ahead…
I asked ChatGPT to build me the perfect SIPP and it suggested….
Image source: Getty Images I’ve built a portfolio of mostly FTSE 100 stocks inside a Self-Invested Personal Pension…
Rachel Reeves new pension tax risks ‘chaos’ for thousands of people
An expert warned the new 40 percent tax could cause ‘distress’ 05:03, 25 Nov 2025Updated 07:38, 25 Nov…
6 ChatGPT prompts to help you budget better and manage your finances smartly
ChatGPT prompts: Managing money has become more complicated than ever, especially as living costs rise and financial goals…
Many households likely turning to debt to pay for this year’s presents
The busy shopping period over the Christmas holidays could prove to be a stressful time for many households.…
‘My husband died before getting his state pension. Am I entitled to any of it?’ | Money blog | Money News
‘My husband died before getting his state pension. Am I entitled to any of it?’ Every Tuesday, we…
Advisers prepare for Budget as inheritance tax hits £5.2bn
Inheritance tax (IHT) receipts reached £5.2bn in the first seven months of the 2025/26 tax year, £200m higher…