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What you need to know about inheritance tax

Home News Lifetime Limit
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What is Inheritance Tax and Should I Worry About It?

Susie Laws, Director & Chartered Financial Planner Posted in Fiducia News on 04.10.19 Read As a financial adviser, I discuss Inheritance Tax regularly with my clients. A few shrug their shoulders and say, “I’ll be...

Lifetime Allowance Charge: Don’t get caught out

Fiducia Wealth Management Posted in Pensions & Retirement, Lifetime Limit on 25.08.16 Read With effect from 6 April 2016 the lifetime allowance, which is the maximum pension benefit that can be taken without suffering...

Pension Wealth- Keeping It In The Family

Fiducia Wealth Management Posted in Pensions & Retirement, Auto Enrolment on 27.11.14 Read In the build up to the proposed pension changes to be announced on December 3rd, our pension’s expert Sarah Travers gives...

The What, Why, When, Where and Who on Pension Death Benefits

Fiducia Wealth Management Posted in Pensions & Retirement, Lifetime Limit on 07.10.14 Read The Government has recently announced how they will amend the current high tax charge on death within a defined contribution...

Pension Tax Relief In the Firing Line

Fiducia Wealth Management Posted in Pensions & Retirement, Fixed Protection on 12.12.12 Read As widely expected pensions tax relief was in the firing line in the Chancellor’s Autumn Statement delivered to Parliament...

Tax Planning Update

John Millican, Chairman Posted in Pensions & Retirement, Lifetime Limit on 29.01.09 Read Tax Planning There are several issues arising from the Pre-Budget Report of 24th November 2008 that are worth highlighting in...

Why the Labour government could reform the State Pension and what it means for you

Fiducia Wealth Management Posted in Pensions & Retirement, State Pension on 25.09.25 Read Almost half of Brits doubt the State Pension will exist by the time they retire, according to a PensionsAge report published...

5 challenges a financial midlife MOT could help you overcome

Fiducia Wealth Management Posted in Financial Planning on 25.09.25 Read Your midlife can be an exciting time; you may have ticked off some goals or bucket list items and are looking forward to what...

3 ways behavioural bias could affect your approach to estate planning

Fiducia Wealth Management Posted in Wealth Management on 25.09.25 Read Financial biases are often linked to investing. However, subconscious tendencies can affect many aspects of your finances,...

Planning for care: How to set out your wishes

Fiducia Wealth Management Posted in Long Term Care on 25.09.25 Read Planning for the possibility of needing care can be daunting, but it also provides you with a sense of control and a chance to...

The 3 steps to achieving financial wellbeing

Fiducia Wealth Management Posted in Financial Planning on 25.09.25 Read This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of...

8 ways to be a positive influence on your grandchildren

Fiducia Wealth Management Posted in Financial Advice, Saving & Investing for Children on 20.08.25 Read As a grandparent, you hold a uniquely cherished role in a child’s life, offering a blend of love, wisdom, and an important...

Think cash is king? It might be time to review your mantra

Fiducia Wealth Management Posted in Wealth Management on 20.08.25 Read Cash can be comforting. It’s familiar, it’s accessible, and it’s tangible. But while cash savings can be part of a...

4 times you might want to review your financial plan

Fiducia Wealth Management Posted in Financial Planning on 20.08.25 Read When you create your financial plan, you might envision everything following the path you’ve set out. However, life is often...

How to remain calm amid Autumn Budget speculation

Fiducia Wealth Management Posted in Financial Planning on 20.08.25 Read The importance of remaining calm is often something that’s talked about when discussing investment market volatility. But...

Planning for care: Making later-life support part of your financial plan

Fiducia Wealth Management Posted in Long Term Care on 20.08.25 Read While many people don’t rely on care later in life, planning for the potential cost of it could help you feel confident...

Does your money make you motivated?

Fiducia Wealth Management Posted in Wealth Management on 20.08.25 Read This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of...

Investment market update: June 2025

Fiducia Wealth Management Posted in Investing on 02.07.25 Read Trade tariffs continued to affect investment markets in June 2025, though uncertainty did start to ease. However, rising...

Explained: How Dividend Tax works and when you pay it

Fiducia Wealth Management Posted in Tax Planning on 02.07.25 Read Managing your tax liability could help reduce your overall tax bill and get more out of your money. If you’re unsure how and...

The age you can access your pension may rise. Could it affect your retirement?

Fiducia Wealth Management Posted in Pensions & Retirement on 02.07.25 Read In April 2028, the age you can usually access your pension, known as the “normal minimum pension age” (NMPA), will rise...
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Developments in Dedham: A Review of the Year

Fiducia Wealth Management Posted in Fiducia News,
on 16.12.25
Read
It’s been an eventful and rewarding year at Fiducia — a year marked by professional milestones, team growth, community...

Phasing into retirement: 5 essential financial considerations

Fiducia Wealth Management Posted in Financial Planning,
on 05.12.25
Read
While phasing into retirement can offer you greater flexibility, it may make your finances more complex. Read on to find out...

How money causes anxiety and 3 tips to reduce it

Fiducia Wealth Management Posted in Financial Planning,
on 05.12.25
Read

This guest blog was written by Chris Budd, who wrote the original Financial Wellbeing Book as well as The Four Cornerstones of...

7 unbelievable travel experiences Lonely Planet recommends in 2026

Fiducia Wealth Management Posted in Financial Planning,
on 05.12.25
Read
With the year drawing to a close, you might be thinking about what you can look forward to in 2026. If you love to explore new...

Explained: The new Cash ISA rules and what they mean for your savings

Fiducia Wealth Management Posted in Financial Planning,
on 05.12.25
Read
In the November 2025 Budget, the chancellor revealed new Cash ISA rules that will affect under-65s. The change could affect...

How cashflow planning turns numbers into possibilities

Fiducia Wealth Management Posted in Financial Planning,
on 05.12.25
Read
When you’re making financial decisions, it can feel like you’re faced with indecipherable numbers. You might know how much...
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As an Independent Financial Adviser (IFA) Fiducia Wealth Management provides first class financial and investment advice from our offices in Dedham, near Colchester on the Essex Suffolk border and in Chelmsford, Essex. Fiducia Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. This site is for information only, and does not constitute financial advice.

© Fiducia Wealth Management, Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex CO7 6AD. Also find us at Saxon House, 27 Duke Street, Chelmsford CM1 1HT and Kings House, 101-135 Kings Road, Brentwood, Essex CM14 4DR. No unauthorised reproduction is permitted without prior consent.

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