Wealth planning in focus
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.
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…
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…
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