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This is a good (US) economy

Despite professional forecasters predicting a recession in early 2024, late last year, one of our senior analysts at Mazars, James Hunter Jones, insisted on adding a “Dream” scenario in our forecasts: one where the economy would perform well, and still inflation would drop. We did, and assigned an outlier probability to it.

Let’s see how James fared versus the world.

IHT Tips for Married And Civil Partnership Couple

Inheritance tax (IHT) was once regarded as a tax that only affected the very wealthy.; however, rising property prices and a freeze on allowances mean many more people are facing a tax charge upon death.

Everyone’s circumstances are different and it is important that even if you don’t consider yourself particularly wealthy, you take proper tax and financial planning advice.

How to manage your Inheritance Tax risk

Inheritance tax (IHT) is an increasing reality for many, as rising property values and savings, and frozen tax allowances, mean more estates are set to pass the threshold.

But the saving grace is that it is easy to plan for. By looking ahead to to the very end of your financial journey, you can avoid or reduce the tax, meaning more to pass on to loved ones (and help them at the start of theirs).

We give our top tips on inheritance tax to help you get started.

IHT planning for cohabiting couples

When it comes to relationships and money, where you sit on the marriage spectrum can matter. This is because some tax rules (such as on inheritance) permit married and civil partners to transfer assets and allowances to each other tax-free, but currently don’t give the same protections if you live together or otherwise share a life unmarried.

Careful planning is the key. We analyse the main rules and what you should know.

Life stages: Menopause and your money

For many, menopause is a time of life when career, life and financial demands are at their peak, yet suddenly, physical and mental performance levels drop. The pressure to carry on with the usual load can become overwhelming, and yet, taking a step back might seem an impossible luxury. This is a key time when being in good financial shape can make all the difference for you, your business, and those who count on you.

Plan your dream retirement

What if you could have the retirement, that you’ve always dreamed about? Would you spend more time with your family, buy a rural retreat, pursue a business idea, or enjoy a good life in the sun?

We look at 5 ways to help your retirement dreams become a reality.

The benefits of financial planning

A personal financial plan can help make your financial dreams a reality. By defining goals and setting clear objectives on how to meet these, your financial plan will give you confidence that you are on track and, if the unexpected were to happen, you are prepared.

10 commonly asked questions at divorce time about finances

Separation and divorce can be a difficult time, when numerous legal and financial practicalities demand attention while also navigating the emotional journey.
We take a look at the top 10 most frequently asked questions we hear about finances during divorce time, to help with any thoughts you may be experiencing if you are going through this stage of life.

Scottish Budget 2023

On 19th December, Scottish Finance Secretary Shona Robison unveiled the Scottish Government’s 2024/25 budget plans in what she described as turbulent circumstances: a turbulence which the SNP opted to largely direct towards Scotland’s high earners in the form of income tax hikes.