by CA Financial Services | Jul 9, 2024 | Uncategorized
The amount the government collects through Inheritance Tax (IHT) is on the rise, and freezes to allowances mean it’s expected to increase further. If your family could face a bill when you pass away, life insurance could provide a valuable way to cover the expense.... by CA Financial Services | Jul 9, 2024 | Blog
When you think about what you want the future to look like, it’s probably not the value of your assets that comes to mind first. Instead, you might think about the experiences you want or the wellbeing of your loved ones Yet, to build the life you want, money is... by CA Financial Services | Jul 9, 2024 | Blog
Imagine you could time travel to understand how your financial decisions today might affect your lifestyle in 10 or 20 years. You may be in a better position to turn your goals into a reality. Read on to find out how working with a financial planner could give you a... by CA Financial Services | Jul 9, 2024 | Blog
Often one of the biggest benefits of a bespoke financial plan is that it allows you to devise a blueprint to follow, with your goals placed at the centre. It’s a strategy that could help you focus on what you want to achieve in life and make working with a... by CA Financial Services | Jul 9, 2024 | Blog
Retirement planning – preparing for the future 20 Maximise tax relief on your pension contributions by using all of your annual allowance. The annual allowance for 2024/25 is £60,000, but you can also use surplus allowance from the previous three tax years (see tip...