Wealth planning in focus
With more estates being caught by Inheritance Tax, could offshore bonds play a role in your strategy for gifting wealth away to your family?
The Autumn Budget threw an unexpected curveball by including pensions in estates for inheritance tax purposes. Ryan Gordon of the JM Finn Wealth Planning team considers the possible impact on…
Charles Barrow, Associate Wealth Planner, discusses the importance of early planning for inheritance and speaking to loved ones about where assets are kept in order to pass on as much of your wealth…
Charles Barrow, Associate Wealth Planner and Mark Rowe-Ham, Senior Investment Manager explain why it might sometimes be best to sell underperforming shares and incur Capital Gains Tax.
As the UK government has recently launched its new online state pension checker tool, Ryan Gordon reminds us of the April 2025 deadline to ‘top up’ missing National Insurance years dating back to…
Ryan Gordon from the JM Finn Wealth Planning team shares advice on the ways in which we can help to plan for and mitigate against the effects of the school fee increases which may well come with a…
Michael Law, Paraplanner at JM Finn delves into the possible circumstances where purchasing an annuity may be beneficial, and explains why annuity sales are currently elevated.
Rebecca Dawkins, Associate Wealth Planner at JM Finn, explains the rules on topping up missing National Insurance years to potentially increase state pension income.
Rebecca Dawkins, Associate Wealth Planner, and Anna Murdock, Head of Wealth Planning review the impact of the changes announced in the Spring Budget.
Personal taxation is a complicated matter and getting to grips with how you are taxed is not made easier with annual Government alterations to the UK tax rules. We asked paraplanner, Ryan Gordon to…
Michael Law explains how investors could mitigate the challenge of today’s bumpy markets by investing on a regular basis.
There are a variety of options when it comes to funding long-term care and they are often far from straightforward. Wealth planner, Atticus Kidd, explains this specialised area of insurance that…
As much as April is associated with fools, springtime and new beginnings, it is also a time to consider implementing smart financial planning strategies as it marks the end of another tax year.
There are a number of reasons as to why you may wish to settle assets in trust, but one of the most prominent is to protect family wealth and to look after the long term interests of family members.
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