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LEARN · BLOG
Money guides and real family stories.
Plain-English reading on the money moments every family hits from first budgets to estates, told by people who’ve been there.
Why Know Your Dosh (KYD) is the Ideal Replacement for the Moneyhub App
Summary: Moneyhub are migrating users to WPS Advisory’s LifeStage app from mid-July 2025, but this offers the same underlying technology with the same limitations: Users
The Beginner’s Guide to Money Mastery (Without the Headache)
Summary: Establish a Financial Foundation – Begin by assessing your current financial situation by tracking income, expenses, debts, and savings. Set clear, achievable goals and create
5 Reasons to Simplify Your Family Finances in 2025
Summary: Enhance Mental Well-being – Streamlining finances by consolidating accounts, automating payments, and establishing clear budgets can alleviate stress and foster open discussions among family members. Prepare
The Emotional Benefits of Estate Planning
Summary: Achieve Peace of Mind – Estate planning provides clarity and control over your future, ensuring your wishes are documented and your family is prepared,
The Financial Benefits of Early Estate Planning
Summary: Minimise Inheritance Tax Liabilities – Initiating estate planning early allows individuals to leverage tax-efficient strategies such as gifting assets, establishing trusts, and utilising available
How to Start Estate Planning as a Family
Summary: Initiate Open Family Discussions – Begin estate planning by engaging in honest conversations with family members to understand everyone’s concerns, expectations, and responsibilities, ensuring
Why Waiting to Plan Your Estate Could Be a Mistake
Estate planning isn’t just for the elderly or the wealthy—it’s a step everyone should take to protect their family’s future. Shockingly, a 2021 study by
Know Your Dosh: Startup of the Year Nominee at Plus X Awards
We are absolutely thrilled to announce that Know Your Dosh has been shortlisted for the Startup of the Year Award at the prestigious Plus X
Inheritance Tax Rules for Non-Residents Owning UK Property
Summary: UK Inheritance Tax Applies to Non-Residents’ UK Assets –Non-residents owning UK property are subject to a 40% inheritance tax (IHT) on assets exceeding the £325,000
What Assets Are Exempt From Inheritance Tax in the UK?
Summary: Utilise Key Inheritance Tax Exemptions – Assets such as gifts to spouses or civil partners, charitable donations, and certain business or agricultural properties may