Wealth planning in focus
10 March 2021
Pension rules are increasingly complex, with the cost of getting it wrong often punishing. Atticus Kidd explains the rules around the annual allowance and highlights the risks of inaction.
11 December 2020
National Savings & Investments, (NS&I) has for long been a favourite of UK savers wishing to see some return on their cash savings.
18 September 2020
Capital Gains Tax (CGT) is a wide ranging and complex tax that in broad terms is levied on the increased value of certain possessions over the time that they have been held by their owner and is…
12 June 2020
If anything, other than the myriad of struggles Coronavirus has brought upon society, it has awoken the painful ignorance in a vast number of young people towards saving not only for their future, but…
12 March 2020
The updating of Wills, (or for so many of us, the drafting of Wills for the first time…), is likely to be a key item on the agenda of many a New Years’ Resolution list.
11 December 2019
With a growing elderly population, putting in place an ‘attorney’ acting under a Financial and Property Affairs Lasting Power of Attorney (LPA) or Enduring Power of Attorney is becoming more…
19 September 2019
If you are planning for later life, you may be considering what will happen to your spouse or civil partner (partner) and children or other beneficiaries on death. You may be concerned that your…
15 March 2019
Child Benefit and Personal Allowance The two common strategies to ‘adjust’ income downwards include pension contributions and gift aid payments. This adjusted net income can mean no High Income Child…
11 December 2018
Simon Wong looks at instances where Capital Gains Tax (CGT) or Inheritance Tax (IHT) can be reduced or mitigated on death, and instances where IHT is not reduced or mitigated.Capital Gains Tax (CGT)…
25 September 2018
According to Savills estate agency an estimated 53,000 buy-to-let properties have been sold over the past 12 months which is the lowest number since 2007.Although the number of new loans approved for…
20 June 2018
After the pomp and ceremony of the Royal Wedding, Simon Wong, reflects on how a flaw in the Individual Savings Accounts (ISA) rules that prevented surviving partners from inheriting the full amount of…
27 February 2018
He often comes across dust covered files that have been sent to him containing old legacy insurance policies many of which are either forgotten by clients or simply ignored on the basis that they…
6 December 2017
Cash flow modelling allows you to plan ahead, and make appropriate steps now in the hope that your life-time consumption is as smooth as possible.Cash flow modelling works by predicting what your…
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