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7th March, 2025
Smart Money March/April – Maximising the end of the UK tax year 2024/25
Welcome to our March/April edition of Smart Money. Here’s a brief summary of what’s included in this edition: On page 03, we explore why wealth transfer planning involves much more than just arranging for Inheritance Tax. This process requires your employees to ask essential questions about their legacy, their beneficiaries, and their long-term financial goals. […]
