Resources

Gifting – what are the rules?

Have you ever thought about helping your children or grandchildren financially? Maybe you want to contribute towards a house deposit, support university costs, or simply give a helping hand.


Gifting can be a wonderful way to make a real difference to your family’s future. But it’s important to unders...


Furnley House
22.01.26 09:47 AM - Comment(s)
Creating a lasting legacy for your loved ones

You’ve worked hard for what you have. It’s only natural to want your family to benefit from it and to make sure as much of your wealth as possible reaches the people you care about.


Planning how your money and possessions are passed on is one of the...


Furnley House
21.01.26 01:44 PM - Comment(s)
Should I put my life insurance in trust?

It’s a question many people ask when thinking about protecting their family. Putting life insurance in trust can be a simple but effective way to make sure your loved ones are supported financially when they need it most.


Your life insurance policy is often one of your most valuable assets. By placin...


Furnley House
21.01.26 01:36 PM - Comment(s)
Things to do before the New Tax Year

The end of the tax year always arrives quicker than expected. With 5 April marking the deadline, taking some time to review your finances now can help ensure you don’t miss out on valuable allowances.


You don’t need to do everything. But doing the r...


Furnley House
08.01.26 10:15 AM - Comment(s)
Bed and ISA: a simple way to reduce Capital Gains Tax

Are you investing outside an ISA and wondering if there’s a smarter, more tax-efficient way to hold your money?


If so, a Bed and ISA could be a useful tool to consider. It’s a straightforward strategy that can help reduce your Capital Gains Tax (CGT) while keeping your long-term plans on track.

What i...



Furnley House
08.01.26 10:08 AM - Comment(s)