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*Assets under Management and Assets under Influence combined for AFH Financial Group companies, accurate at January 2024. Figure is rounded to the nearest billion.
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It’s said that Inheritance Tax (IHT) is the most unpopular tax of all. Yet if you thought the tax is just for the rich and famous, you may need to think again, as your estate may be more exposed to it than you might think.
All too often people die without a will in place, which means their estate cannot be passed to the people they would want it to. Worse still, if no one can be found, the estate could even go to the Treasury. The reason for this is that an estate without a will becomes subject to ‘intestacy rules’. As such, the assets within that estate have to be distributed in a specific way, which may bypass the individuals the deceased would want to receive them. Read on to learn more about intestacy rules, and why they could jeopardise the financial security of those closest to you.
With speculation that the Government could be planning a major tax grab to replenish the nation’s coffers, it’s no surprise that some are calling October’s Autumn Statement the ‘Halloween horror’ budget. It’s not all doom and gloom though, as an Independent Financial Adviser (IFA) could help you prepare financially for any announcement that’s made on the day.
Big hearted staff at AFH Wealth Management have smashed their target of raising £24,000 for the Motor Neurone Disease Association (MNDA) three months early – and they won’t be taking the pedal off the metal anytime soon!
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