Posts by Jason McConkey
5 useful gifting allowances that could help you pass on wealth tax-efficiently this Christmas
It’s the season for giving, and using these five allowances could help you pass on assets tax-efficiently over the festive period. If you’re worried about a potential Inheritance Tax bill affecting your estate, using allowances could be valuable.
How a contribution to your child’s pension could boost their financial security
Have you considered contributing to your child’s pension? As the money would usually be invested over a long time frame, it has the potential to grow significantly and have a positive effect on your child’s long-term financial security.
A closer look: Insight Wealth’s eye-opening visit to the Hope Centre
Learn more about Insight Wealth’s visit to the Hope Centre in Northampton and better understand the work they do.
Everything you need to know about the 2023 Autumn Statement
Why investing could hold the key to becoming an ISA millionaire ISA
Don’t overlook trusts, they could be a useful way to pass on wealth
5 practical steps you could take this year if you want to retire in 2024
3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax
5 useful conversations to have this Talk Money Week
3 valuable reasons your financial reviews are important
Guide: 7 useful questions if you plan to take a flexible income from your pension
