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Inheritance

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Insights
Labour’s Autumn Budget: Inheritance and Capital Gains Tax changes expected
Get ready for tax changes as new Chancellor balances Britain’s books
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Inheritance tax planning
Inheritance tax (IHT) can have a significant impact on wealth. At atomos, we find the most efficient ways to protect and pass it on for future generations.
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Budget pain ahead but calm returns to markets
The Chancellor of the Exchequer, Rachel Reeves, will present the autumn Budget on 30 October. She is expected to announce changes to the tax regime, notably inheritance tax and capital gains tax.
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Pension Options
Cut through the jargon and complexity with our comprehensive guide to some of the most frequently used terms relating to financial markets, investing and managing personal wealth.
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Bruce Davison
Senior Wealth Planner
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Life events
While no two individuals are the same, many of us will experience life events that will force us to think again about our money and our financial future.
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Nick Heathcote
Financial Planner
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Insights
The 7 best places to find unclaimed or lost money in your name
There is thought to be somewhere between £15bn and £77bn in unclaimed money sitting in forgotten investments, pensions, bank accounts and a whole range of other places in the UK. So, how can you go about finding out if any of it is yours?
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AIM IHT service
Your clients can pass on their money efficiently by investing in a portfolio of smaller companies that qualify for business relief.
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Christopher Halliwell
Wealth Planner
Home / About Us / Meet the teams / Meet the financial planners / Christopher Halliwell
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Mike Walker
Senior Wealth Planner
Home / About Us / Meet the teams / Meet the financial planners / Mike Walker
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Financial planning
atomos offers financial planning advice to help you protect and grow your wealth, covering tax, pensions, estate planning and family protection.
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