Estate protection
Estate planning is an important part of wealth management, no matter how much wealth you have built up. It’s the process of making a plan for how your assets will be distributed upon your death or…
Tax-wise
Once we enter January, the end of the 2019/20 tax year will be just over three months away on 5 April. As this date approaches, the window of opportunity reduces if you want to make the most of…
Don’t miss the ISA deadline
Each tax year, we are given an annual Individual Savings Account (ISA) allowance.This can build up quickly, letting you accumulate a substantial tax-efficient gain in the long-term…
Financial action plan
In these uncertain times, it can help to focus on the things you can control.And working out what your money’s doing for you now and where it might come from in the future can give you real peace of mind…
Minimum pension age to increase
The government has confirmed that it plans to increase the minimum pension age at which benefits under registered pension schemes can generally be accessed, without a tax penalty, from age 55 to age 57 commencing 6 April 2028…
New Year, new start to your finances
At the start of every year we have great intentions, as financial promises are renewed. Getting our financial life in order will be a top priority for many as we enter 2021…
‘New Age’ of self-employment
Self-employment plays a vital role towards the UK’s economy. In recent years the number of people who are self- employed has risen steadily. But one of the main drawbacks is that the self-employed do not have the advantage of an employer to help arrange pension provision…
A new tax year, a new start for your finances
It’s always a good time to consider financial planning, but at the start of a new tax year, when you have a fresh set of annual allowances to take advantage of, you have the perfect opportunity to get your financial affairs in order and align them with your goals…
Reduce your Inheritance Tax bill
Even those who believe they have moderate wealth levels may still need to take action to minimise Inheritance Tax, particularly if they own property and have savings and investments…
Tax saving opportunities
The Government has spent hundreds of billions on measures to support businesses and jobs, and fight the coronavirus (COVID-19) pandemic. But how will it pay for these? We won’t know the extent of the final bill until long after the crisis is over…