Liz Tuccy Wealth Management

02/03/2026

At a glance

Why clarity on your 2026 destination is the ultimate competitive advantage

How to identify and close the gaps that limit growth and optionality

The key steps to reduce owner dependency and build resilience

Martin Brown, CEO of business growth advisory firm Elephants Child, shares his tips for business owners to successfully navigate 2026, especially those considering when and how they will exit their business.

The New Year is more than a symbolic reset; it’s an inflection point. This is the moment to resist the temptation to dive straight back into the day-to-day operations and instead ask

Martin Brown, CEO of business growth advisory firm Elephants Child, shares his tips for business owners to successfully navigate 2026, especially those considering when and how they will exit their business.

23/01/2026

Few taxes arouse as much concern - and misunderstanding - as inheritance tax (IHT). Whether you’re a saver, investor, farmer or business owner, the rules are complex, and upcoming reforms mean the landscape is shifting.

From April 2026, some farmers and business owners will have to pay IHT for the first time. A year later, most unused pensions and death benefits will become liable for IHT.

Despite the complexity and changes, it is possible to reduce the amount of IHT payable with careful estate planning and tax-efficient gifting.=

Leaving a decent inheritance for your loved ones can be life changing. But navigating inheritance tax rules and estate planning is often tricky. Here are five inheritance tax traps to avoid, so you can leave more of your wealth to your family.

05/01/2026

We would like to say a massive thank you to everyone who helped us make Christmas at The Bridge Homelessness to Hope a special one for our guests this year!

With your support we were able to host a Christmas dinner for 70 people experiencing homelessness in Leicester and gift them all with a Christmas bag full of presents!

Special thank you to the following for your generosity this Christmas:

Sytner Group, Leicestershire Cares, Octopus Energy, Amazon.com, Stoneygate Baptist Church, Lonsdale Mews Care Home, St Mary's Church, St Helens Church Sibbertoft, Brookdale Groby Learning Campus, Glenfield Dental, Dealer Auction, Belvior Farm, Liz Tuccy Wealth Management, Life After 50 and Selfridges ☺️

24/12/2025

🎄🎄🎄 As we are on the eve of Christmas we’d like to thank all our clients for their loyalty, trust and custom through 2025. We would be nothing without you all 🩵

We’ll be back on the 5th of January to help our wonderful clients, new and old, with their financial plans. We’d like to wish you all a wonderful Christmas and a very happy new year 🎅🎄🎅🎄

31/10/2025

There’s been a surge in Britons relocating to Dubai in recent years. It’s estimated that about 240,000 British nationals live and work in the United Arab Emirates (UAE)1, compared to about 100,000 in 2010.
Inquiries about moving to Singapore are also on the up, according to relocation platform Relo.ai. It says inquiries about relocating to Singapore from the UK rose 42% between Q1 2023 and Q2 2025.
The 2024 Budget announcement that most pension pots will be subject to inheritance tax (IHT) from April 2027 has prompted some retirees to consider spending their pensions more quickly to reduce a potential IHT bill. St. James's Place has seen an increase in expats living in Dubai accessing their UK pension funds to lower their IHT exposure.

There is no personal income tax to pay in the UAE, which is a big attraction for many foreigners moving to the gulf state. But what does it mean if you’re a British expat living in Dubai and you’re accessing a UK pension?

24/09/2025

The volatile geopolitical and economic backdrop is driving greater uncertainty about the future among nearly half of all adults.

This is according to SJP’s 2025 Real Life Advice Report. It surveyed 8,000 people to find out how people’s attitudes to their money, financial advice and the future had changed over time.

2025 has been another volatile year so far. There has been ongoing geopolitical turmoil, from Trump’s tariffs to global conflicts. Living costs have risen. Stock markets have bounced around from new record highs to sudden dips. Bond markets have been turbulent.

19/08/2025

We had an amazing day helping out at The Bridge Homelessness to Hope centre in Leicester today. Thank you for having us ❤️

They always need donations 🙏🏻🙏🏻🙏🏻🙏🏻

14/07/2025

Much of the UK enjoyed a heatwave this weekend – the second this month – and the recent weeks have seen plenty of hot weather. Yet a heatwave is not just sunshine and good times, it can have a marked effect on inflation.

The Office for National Statistics will publish its latest inflation figures covering June on Wednesday of this week. It is expected to show a rise in inflation, after May inflation was lower than expected. Consumer price inflation (measured by the Consumer Prices Index (CPI)) rose by 3.4% in the 12 months to May 2025, compared with 3.5% in the 12 months to April. But the direction is now expected to be upward.

“About five weeks before I was going to leave school, my teacher phoned and asked me to come in. He said to me: ‘What are you going to do when you leave?’ I was 15. I said, ‘I don’t know, sir.’ And he said, ‘Well, we’ve been talking in the staff room, and we think you should be an ac...

09/06/2025

Once upon a time bonds were seen as safe but dull. Good ballast for a diversified investment portfolio but unlikely to set markets alight.

But those days have long since receded. Bond markets have become increasingly volatile in recent times. This has raised questions for investors about how and where is best to invest.

Once upon a time bonds were seen as safe but dull. Good ballast for a diversified investment portfolio but unlikely to set markets alight.

06/05/2025

Storm clouds have been gathering on the US horizon with some believing a recession could be likely sooner rather than later. But is the panic justified?

The US economy shrank by 0.3% (on an annualised basis) between January and March of this year –the first full quarter since Donald Trump was elected president. It was the first decline since 2022, figures published last week show. While this was broadly in line with analysts’ expectations that US economic growth would fall by 0.2%, it represents a marked slowdown compared to growth of 2.4% reported in the last quarter of 2024.

Storm clouds have been gathering on the US horizon with some believing a recession could be likely sooner rather than later. But is the panic justified?

03/04/2025

The economic outlook is brighter, but it’s still vital to ensure you’re using all the allowances and exemptions you’re entitled to.
Recently announced changes to Inheritance Tax, Capital Gains Tax rates and National Insurance for employers may affect your tax liability – and planning.
A financial adviser can help you take action to tax-proof your finances over the coming months.

2024 saw the new Labour government announce a raft of changes to many key taxes, including rises in Capital Gains Tax and Employer NI contributions – and sweeping changes to Inheritance Tax regulations.