The Financial Case for Marriage

The Financial Case for Marriage

We are closet romantics at Beaufort Wealth Management, so we were delighted to see the numbers add up when it comes to marriage. An article in Money Week discusses the financial upside to getting married. The article cites a number of tax breaks available to those who are married, whether that is the marriage allowance or splitting dividends to maximise both your dividend allowances.  Spouses and civil partners can inherit their partner’s ISAs when they die and continues to grow tax free.  There are also IHT planning benefits of being married.
“Having analysed all the tax breaks available to married couples, broker Hargreaves Lansdown estimates that a couple married for 50 years could be £190,964 better off than those who did not marry – even after you deduct the cost of the wedding. “  Read the full article  



About Us

We are a firm of highly experienced independent financial advisers based in Leamington Spa. Our core values are simple - integrity and professionalism - and have seen our business grow mainly through customer referrals and reputation.

Latest News

Get in Touch

Beaufort Wealth Management Ltd,
7B Tournament Court,
Tournament Field
CV34 6LG
01926 460156

Beaufort Wealth Management Limited is an appointed representative of The Tavistock Partnership Ltd, which is authorised and regulated by the Financial Conduct Authority. FCA No: 469862. Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change and individual circumstances. The information contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No responsibility is accepted for the accuracy or content of external websites.