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Inheritance Tax – Money after you pass away…look after your family

By |2020-01-22T12:27:42+00:00Wednesday, January 22, 2020|Categories: Brexit, estate planning, Family Inheritance, Financial Protection for your family, Inheritance Tax, investment management, Tax Efficient Investments, Trust planning, wills|Tags: , , , , , , , , |

Pitfalls of Inheritance Tax and how to pay it! You must pay Inheritance Tax by the end of the sixth month after [...]

Certificate of Excellence from “Vouched for”

By |2019-07-09T12:23:05+01:00Tuesday, July 9, 2019|Categories: Business Profits, CBRE, commercial property, Divorce assets, economic growth, entertainment, Estate Agents, estate planning, Family Inheritance, Finance, Financial Planning, Financial Protection for your family, Inflation, Inheritance Tax, ISA, Mortgage later in life, pension allowances, pension splits in divorce, politics, Property management, Safe Money, solicitors, state pension, Tax Efficient Investments, Trust planning, Uncategorized, wills, Work and Pensions|Tags: , , , , , , , , , , , , , , , , , |

We now have a Certificate of Excellence in the Vouched For profile. Mark says about himself "I have more than 26 years [...]

No Inheritance Tax plan?

By |2019-06-20T09:59:56+01:00Tuesday, June 18, 2019|Categories: Family Inheritance, Inheritance Tax, Safe Money, solicitors, Tax Efficient Investments, Trust planning, wills|Tags: , , , , , , , , |

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

By |2019-05-16T09:14:56+01:00Thursday, May 16, 2019|Categories: estate planning, Family Inheritance, Financial Planning, Financial Protection for your family, Inheritance Tax, ISA, Mortgage later in life, pension splits in divorce, Safe Money, Tax Efficient Investments, Trust planning, Uncategorized, wills, Work and Pensions|Tags: , , , , , , |

In a recent consultation, more than 3,500 people gave their views on Inheritance Tax and their verdict was that it was uniquely [...]

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 [...]

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 [...]