How tax relief can increase the size of your pension pot. Talis IFA answers some common questions.

We’re all familiar with the idea that the sooner you start saving for your pension, the better. A longer period of contributions, combined with the power of compound interest, make a big difference, even if you can only afford to save a small amount each month. One thing we often find ourselves explaining is how […]

Avoid overpaying tax. Just one of 9 reasons to complete your tax return early

According to new research, workers in the UK are overpaying more than £8.2 billion in tax, with 43% of people who have checked their tax code finding that they are on they are on the wrong one.[1]   71% of those people were overpaying tax – on average £694 per person, though one in seven […]

Rebecca Harris on how creative thinking helped reduce an inheritance tax liability

The older we get, the more we start thinking about how to pass on our wealth to the next generation, and, crucially, how to minimise the size of the inheritance tax (IHT) bill that we’ll leave behind. There are a number of ways to distribute our wealth while we’re still alive, by setting up trusts, […]

What should you look for in a financial adviser? We asked some of our clients why they keep coming back to Talis IFA.

Talis IFA has been providing straightforward, fully independent financial advice for over three decades, and quite a few of our clients (or their families) have been us with almost that long. We now look after over £250 million of our clients’ money. One of the things we’ve discovered along the way is that, although straightforward […]

Passing on your wealth to the next generation. Things to consider.

No-one really wants to have this conversation, but it’s an important one. Especially now, with more people’s estates than ever being subject to Inheritance Tax thanks largely to rises in house prices and frozen tax allowances. If you want to pass wealth on to your children and grandchildren, it’s wise to think about when might […]

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