Reducing a potential Inheritance Tax bill
3 March 2016
Legitimate ways in which the 40% tax can be avoided With careful planning and professional financial advice, it is possible...
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Inheritance Tax checklist
3 March 2016
Start planning today to spare your family from a potential Inheritance Tax bill tomorrow 1. The main ways to avoid...
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Income matters
3 March 2016
Providing the foundation for an exciting new chapter in your life Nobody knows quite what the future holds. The good...
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Jargon buster
3 March 2016
Understand what it will mean for you Administration – See Letters of Administration. Baseline Amount – The net estate minus...
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Investing for success
3 March 2016
Achieving your goals by weighing the potential risks alongside the prospective returns Successful investing involves making choices that meet your...
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Creativity in finance
3 March 2016
David Bowie’s estate planning could be a lesson to us all It’s fair to say there was no one else...
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Beat the ISA deadline
3 March 2016
One of the most valuable tools available to investors focused on wealth creation for the long term Individual Savings Accounts...
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Retirement booster
3 March 2016
Now is the time to make smart year-end retirement planning decisions Time is ticking away to make smart year-end retirement...
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Tax-efficient investments
3 March 2016
Options to minimise how much tax you pay By understanding which investments are the most tax-efficient, you can make the...
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Tax Planning
3 March 2016
Optimising your tax position is paramount in the run-up to the financial year end Taxes, as we know, are one...
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Navigating uncharted waters
3 March 2016
The impact of further pension changes on the horizon from this April Pensions have been transformed by the arrival of...
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Enter the Dragon
3 March 2016
Views from investment company managers on China The Chinese New Year, also known as ‘Spring Festival’ in China, is China’s...
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What a relief
3 March 2016
Assets that pass on free of Inheritance Tax Inheritance Tax reliefs allow some assets to be passed on free of...
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Giving to charity
3 March 2016
Reducing an Inheritance Tax – it’s good to give A n estate can pay Inheritance Tax at a reduced rate...
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Living outside the UK
3 March 2016
What happens when someone dies? When someone living abroad dies, the rules for paying Inheritance Tax usually depend on: • How long they lived...
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A Will is the first step
3 March 2016
Sharing out your estate Planning your finances in advance should help you ensure that when you die, everything you own goes where you...
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Dying intestate
3 March 2016
If there’s no valid Will When you die, your estate has to be distributed one way or another. If you...
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Trust solutions
3 March 2016
Different trust solutions to managing your wealth We can advise you on a range of different trust solutions, each designed...
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Life assurance cover
3 March 2016
Funding a potential Inheritance Tax liability After taking the appropriate steps to put in place an Inheritance Tax planning strategy,...
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