Wealth planning in focus

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.

Research conducted by the Association of British Insurers (ABI) found that £19.4 billion of pension pots associated with 1.6 million people sit unclaimed.

You will likely often hear of better investment strategies, and more effective ways to maximise returns, but one absolute that can always be relied upon is that time is what you really need – Time is…

Taking the time to manage your money better can really pay off. We explore what you should be considering in the later stages of life.

As the Duke of Westminster would stand testament, the benefits of trusts are that they can be designed so that the assets held therein do not form part of an individual’s estate, thus providing the…

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.

National Savings & Investments, (NS&I) has for long been a favourite of UK savers wishing to see some return on their cash savings.

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…

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…

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.

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…

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…

In 2012 we saw the launch of auto enrolment pensions in the UK.


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