Making a Will
Failure to take action could compromise the long-term financial security of the family
If a person wants to be sure their wishes will be met ... Read More
Trusted Financial Advice
Category: News
Lifetime transfers
Potential implications of such gifts with regard to Inheritance Tax
Some people like to transfer some of their assets whilst they are alive – these are ... Read More
Residence nil-rate band
Owning a residence which is left to direct descendants
The Inheritance Tax residence nil-rate band (RNRB) came into effect on 6 April 2017. The RNRB ... Read More
Inheritance Tax
Planning could save a family hundreds of thousands of pounds payable
Effective estate preservation planning could save a family a potential Inheritance Tax (IHT) bill amounting ... Read More
UK pension savings gap
The need for a greater awareness of what must be saved today
If savers want a particular standard of living at retirement, then they ... Read More
Financial protection
Are you prepared if life throws something unexpected your way?
A critical illness could happen to any one of us. If it does happen, having . ... Read More
Are you ready to invest?
5 reasons to open a Stocks & Shares ISA
Whatever you’re putting money aside for, there’s likely to be a role for Individual ... Read More
Long-term care
Finding the money for looking after us if we need care in old age
With the UK’s population ageing, more people will be living with long-term care ... Read More
Balancing act
You’ve worked hard for your money – now investing can get your money working harder for you
So what is attitude to risk? Before investing, you ... Read More
Buy-to-let
Boom to be sustained by pension freedoms
In the previous five years, buy-to-let has seen the impact of huge property price increases. THERE HAVE BEEN legislative changes, ... Read More