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 [...]

Inheritance Tax Is A Problem For Your Clients! Here’s How You Can Help

By |2019-04-04T08:51:23+01:00Tuesday, April 24, 2018|Categories: estate planning, Financial Planning, Financial Protection for your family, Inheritance Tax, ISA, Planning for a fruitful retirement, solicitors, Tax Efficient Investments, wills|Tags: , , , |

Inheritance Tax! So, Farnham has an average house price of £588,492; nearby Frensham, £1,040,175; Rowledge, £789,884; and Churt, £1,003,334*. While the new [...]

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