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STOCKPILING BOOSTS UK ECONOMY !

By |2019-05-09T09:14:23+01:00Tuesday, May 7, 2019|Categories: Brexit, Business Profits, economic growth, estate planning, Finance, Financial Planning, Financial Protection for your family, Inflation, ISA, mortgages, pension, pension splits in divorce, Planning for a fruitful retirement, Safe Money|Tags: , , , , , , , , , |

The UK economy grew more strongly than expected in February.  "Pre-Brexit’ stockpiling appears to be providing a boost to the monthly rate of economic [...]

House of Lords urge removal of “pension triple lock”

By |2019-05-09T09:24:44+01:00Tuesday, April 30, 2019|Categories: Family Inheritance, Finance, Financial Planning, Financial Protection for your family, Inheritance Tax, ISA, Planning for a fruitful retirement, state pension, Tax Efficient Investments|Tags: , , , , , , , , |

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!

By |2019-05-09T10:53:47+01:00Wednesday, April 24, 2019|Categories: estate planning, Family Inheritance, Finance, Financial Planning, Financial Protection for your family, Inheritance Tax, ISA, Mortgage later in life, pension, pension splits in divorce, Safe Money, Tax Efficient Investments, Trust planning, Uncategorized, wills, Work and Pensions|Tags: , , , , , , , , , , , , , , |

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!

By |2019-04-18T11:17:31+01:00Wednesday, April 17, 2019|Categories: Divorce assets, divorcing women with pensions, estate planning, Family Inheritance, Financial Planning, Financial Protection for your family, Inheritance Tax, ISA, Mortgage later in life, pension, pension splits in divorce, Planning for a fruitful retirement, solicitors, Trust planning, wills, Work and Pensions|Tags: , , , , , , , , , , |

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!

By |2019-04-17T09:29:50+01:00Tuesday, April 16, 2019|Categories: estate planning, Family Inheritance, Finance, Financial Planning, Financial Protection for your family, Inheritance Tax, ISA, Mortgage later in life, pension, Planning for a fruitful retirement, Safe Money, Trust planning, wills|Tags: , , , , , , , , , |

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 ?

By |2019-05-02T10:05:00+01:00Wednesday, April 10, 2019|Categories: Financial Planning, Financial Protection for your family, Inheritance Tax, ISA, pension, Tax Efficient Investments, Trust planning, Uncategorized|Tags: , , , , , , , , , |

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

By |2019-04-16T11:36:22+01:00Wednesday, April 10, 2019|Categories: Brexit, estate planning, Family Inheritance, Finance, Financial Planning, Financial Protection for your family, Inheritance Tax, ISA, Planning for a fruitful retirement, Safe Money, Tax Efficient Investments, wills|Tags: , , , , , |

So, why are spouses paying more tax on inherited ISA's?  Data shows that six out of seven bereaved partners could be paying [...]

New Spring Statement on Finances and interesting data on taxes!

By |2019-04-09T11:54:37+01:00Friday, March 15, 2019|Categories: Brexit, Estate Agents, estate planning, Family Inheritance, Finance, Financial Planning, Financial Protection for your family, House Buying, Inheritance Tax, ISA, mortgages, Property management, Tax Efficient Investments|Tags: , , , , , , , , , |

PERSONAL TAXATION CHANGES ANNOUNCED AT THE AUTUMN 2018 BUDGET • Personal Allowance rises to £12,500 (up from £11,850) from 6 April 2019 [...]

Two out of five self-employed have no pension MILLIONS of self-employed workers are heading for financial disaster, research reveals, because two out of five do not have a private pension.

By |2018-09-25T11:15:11+01:00Tuesday, September 25, 2018|Categories: Finance, Financial Planning, Financial Protection for your family, ISA, pension, Planning for a fruitful retirement, Tax Efficient Investments, Trust planning, Work and Pensions|Tags: , , , |

Two out of five self-employed have no pension MILLIONS of self-employed workers are heading for financial disaster, research reveals, because two out [...]

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