Wealth Insights

Insights on retirement, tax planning, estate and legacy, and lifestyle finance, giving you the knowledge you need to plan with clarity and confidence.

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  • Retirement
  • 28 July 2026

The Inheritance Tax Seven-Year Rule Explained: Gifting Money from Equity Release 

At Bower Wealth, we speak to a lot of clients who want to help their family sooner rather than later: a deposit for a first home, support for a grandchild, or simply the chance to see the difference a gift makes while they are still around to enjoy it. For many women, the question comes at a particular […]
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Andrea Rozario

Fresh thinking, regularly.

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