In the Spring Budget on 6 March 2024, the UK chancellor announced large-scale reform to the tax regime for non-UK domiciled people including an intention to move to a residence-based regime for inheritance tax (IHT), from no earlier than 6 April 2025 (subject to consultation). It...
From 6 April 2024, the lifetime allowance (LTA) replacement regime came into force in the UK, impacting on UK residents and expatriates. The UK has three new allowances focussing on lump sums drawn from pensions: Lump sum allowance (LSA) – this is set at £268,275, which...
To mark our 20th year of providing sound financial advice, we've drawn together out top 20 tips for investments, wealth and pensions – to help keep your personal finances in top shape. As with any tips you may read online, they're relevant at the time...
In the 20 years that PX has been advising clients on pensions and wealth, much has changed in the financial services sector. We thought we’d look at some of the key changes from the past 20 years, as well as our top predictions* for the...
PX Wealth is concerned with wealth: preserving and creating wealth through the provision of regulated financial advice in areas such as savings, investments, and mortgages. This week [22 to 26 March 2023] is Step Change Debt Awareness Week, and we thought we’d highlight some of the...
Ireland has emerged as one of the fastest-growing economies in the European Union (EU) in recent years. To mark St. Patrick's Day, a day synonymous with Irish culture and heritage around the world, it’s worth taking a closer look at investment opportunities in Ireland. Over the...
PX has a very close relationship with Australia, with our history born from advising clients on how to transfer pensions as ex-pats as well as wealth management. And our team in Australia will be enjoying a public holiday and celebrating with national pride. So, what’s...
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