No Inheritance Tax plan?
DONT Let IHT ruin your surviving family money, no inheritance tax plan? We recently read an interesting article on "Inheritance Tax" by [...]
INHERITANCE TAX ! MIDDLE CLASSES MOST IMPACTED
In a recent consultation, more than 3,500 people gave their views on Inheritance Tax and their verdict was that it was uniquely [...]
House of Lords urge removal of “pension triple lock”
House of Lords urge removal of current "pension triple lock" So, what is the "The triple lock" ? It guarantees that the [...]
New “Vouched For ” IFA Testimonials!
Check us out! We are rated and recommended as Independent Financial Advisors 4.8 out of 5 ! Here is a sample from [...]
Women increasingly risk becoming “pension poor” on divorce!
Divorcing women risk losing out and becoming pension poor on splitting the pension fund into two separate pensions. Arrange the pension when [...]
MONEY- WHY it is good to TALK!
Do you discuss your finances with your nearest and dearest? In many families, having a frank discussion about wealth still remains a [...]
Pensions are less attractive for High Earners- WHY ?
The Annual Allowance for pension contributions is the amount each individual can save into a pension and receive Tax Relief each year. [...]
Paying Tax on inherited ISAs
So, why are spouses paying more tax on inherited ISA's? Data shows that six out of seven bereaved partners could be paying [...]
Include “Smaller Companies Shares” in investment portfolios…
Looking at Investment Portfolio's? Including Smaller Companies Shares in investment portfolios... could improve returns Allocating strategically to the smaller company stocks segment [...]