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Tax Implications of Gifting: Key Rules to Know  

Posted on January 21, 2025
Gifting money or assets to loved ones is a generous act, but it’s important to understand the tax rules involved, especially regarding Inheritance Tax (IHT). Here’s a breakdown of the…Read More...
Posted in Uncategorized

January market commentary 2025

Posted on January 16, 2025
Introduction  As 2025 begins, key political and economic shifts are on the horizon. In the US, President Trump starts his second term with economic momentum, while in the UK, Keir…Read More...
Posted in Uncategorized

Is Giving Money Away an Inheritance Tax Planning Option?

Posted on January 14, 2025
Labour’s new policy on inheritance tax means that more estates could pay inheritance tax (IHT) in future. Whilst there are plenty of legitimate ways to reduce an IHT liability, there’s…Read More...
Posted in Uncategorized

Blended Families and Estate Planning: What You Need to Know to Protect Your Loved Ones

Posted on January 9, 2025
Blended families—where two partners come together with children from previous relationships—are becoming increasingly common in the UK. While they often work wonderfully, they also come with unique challenges, particularly when…Read More...
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Our move to IWP Financial Planning Limited – UPDATE

Posted on December 19, 2024
We are pleased to announce that as part of our strategy to develop our business and ensure the highest quality of service, Titan Wealth Holdings is to acquire IWP Financial…Read More...
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Will Trump’s Tariffs Steal Christmas? The Toy Industry’s Shift from China

Posted on December 19, 2024
With Christmas approaching and President-Elect, Donald Trump, promising the introduction of greater trade tariffs, the toy manufacturing industry is rushing to move away from Chinese factories.  While news of greater…Read More...
Posted in Uncategorized

December market commentary 2024

Posted on December 17, 2024
The US election marked another significant moment in a year filled with political tension. As numerous countries prepare for elections in 2024, analysts have speculated about market reactions for some…Read More...
Posted in Uncategorized

Closed for Christmas

Posted on December 13, 2024
Our office will close on Tuesday, 24th December, and will open again on Tuesday, 2nd January 2025, at 09:00. We apologise for any inconvenience this may cause. If you need…Read More...
Posted in Uncategorized

Inheritance Tax Overhaul: New Rules for Pensions and Estates from 2027

Posted on December 12, 2024
Departure from previous rules where pensions were excluded from calculations  In a significant shift announced by Chancellor Rachel Reeves, inherited pensions will become subject to Inheritance Tax (IHT) from April…Read More...
Posted in Uncategorized

Upcoming Changes to Capital Gains Tax: What You Need to Know

Posted on December 10, 2024
Higher taxes on profits from selling assets like shares.  As part of a broader tax-raising initiative, the Chancellor, Rachel Reeves, confirmed that the lower Capital Gains Tax (CGT) rate will…Read More...
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Richmond House Wealth Management is a trading name of IWP Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Reference 441359. Registered in the UK at Blythe Lea Barn, Mill Farm, Packington Park, Meriden, Coventry, West Midlands, CV7 7HE. Company Number 04138186.

A list of directors is available at the registered office.

The value of your investment can go down as well as up and you may get back less than you have invested.

Tax and cash flow advice is not regulated by the FCA.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit http://www.financial-ombudsman.org.uk/ © Copyright Richmond House 2021 | All rights reserved

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