How do the new inheritance tax rules work?

How do the new inheritance tax rules work?

The new rules that remove millions of family homes from inheritance tax have now taken effect. From April 5, each individual can claim an additional allowance of £100,000 to offset the sale of a family home on death, on top of their existing £325,000 inheritance tax exemption. This new tax allowance will rise to £175,000 […]

A good year for the tax man!

A good year for the tax man!

During the tax year ended on the 5th April 2016 HM Revenue and Customs (HMRC) has taken a record £4.6 billion in inheritance tax. A staggering figure with many people still being unaware of the tax consequences to their estates when they die When you die, it is the responsibility of your executors or personal […]

Introducing our new website!

Team Photo

In readiness for the New Year we are delighted to launch our new website. Created to provide you with an overview of Liberty Partnership including what we do, who we are and how you can make contact with us.  Most importantly it sets out our approach to building relationships with our clients and testimonials, which […]

7 Golden Rules to financial planning

If you are looking for an Advisor then ask your family and friends or read testimonials for a recommendation – It is always best to embark on what should be a lifetime journey with an Advisor who someone else can provide you with positive feedback on. Ask the Advisor about their skill sets and qualifications […]

It’s time to get all of your Ducks in a Row….

It’s time to get all of your Ducks in a Row

During the last year we saw some significant changes to the world of financial planning and perhaps this is now the year to consider how those changes will impact on you and your family’s financial planning. The headlines of 2016 centred on Brexit and the changed face of politics in America. It is clear that […]