Valuing your estate
3 March 2014
Arriving at the amount of Inheritance Tax payable To arrive at the amount of Inheritance Tax potentially payable when valuing...
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Inheritance Tax Calculator
3 March 2014
How much Inheritance Tax could you potentially have to pay? To estimate how much Inheritance Tax you may have to...
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Make a Will
3 March 2014
Sharing out your estate Planning your finances in advance should help you ensure that when you die, everything you own...
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Exempt gifts
3 March 2014
Passing on parts of your estate There are some important exemptions that allow you to legally pass your estate on...
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Taking vital steps before the new tax year
3 March 2014
You need to act fast to avoid next year’s child benefit charges Families impacted by the high income child benefit...
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Increases in the cost of childcare
3 March 2014
Families are feeling the impact of benefit cuts The cost of bringing up a child has reached £227,266, up from...
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The changing nature of retirement
3 March 2014
Looking for an alternative to buying an annuity? When you want to access your pension pot, you have several choices....
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Pensions lifetime allowance changes on the horizon
3 March 2014
The countdown clock is ticking– will you be ready? It is estimated that potentially over 360,000 people could be affected...
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Tailored investment solutions
3 March 2014
Expert, flexible approach to accumulating and managing wealth We provide clients with an expert, flexible approach to accumulating and managing...
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Make sure you beat the ISA deadline
3 March 2014
Sheltering up to £11,520 tax-efficiently means taking action NOW Time is running out if you want to make the most of...
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Investor outlook
3 March 2014
Tentative signs of economic growth Tentative signs of economic growth, receding risks, plentiful nearly free liquidity and financial markets on...
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Tax attack
3 March 2014
Legitimate planning could save you money by reducing a potential tax bill With tax increases the prospect for the foreseeable future,...
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Generating market-beating returns
3 March 2014
How much risk are you willing to take? It is impossible for an active manager to always outperform the market,...
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Overseas assets
3 March 2014
Investors should not delay in disclosing their assets With the latest HM Revenue & Customs (HMRC) campaign aimed at targeting...
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Inheritance Tax matters
3 March 2014
Careful planning is required to protect your wealth Inheritance Tax is the tax that is paid on your ‘estate’, chargeable...
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Time to review your retirement provision?
3 March 2014
Keeping track of your pension portfolio pays dividends If you’ve accumulated numerous workplace pensions over the years from different employers,...
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Income drawdown
18 December 2013
Keeping your pension funds invested beyond your normal retirement date Income drawdown or ‘Unsecured Pensions’, became available in 1995. It...
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Enjoy the time of your life
18 December 2013
Have you given full consideration to your long-term pension investment strategy? Reviewing your
retirement planning Having a pension today is...
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Desperately Seeking income
18 December 2013
Yields have dropped across the asset classes, except for equities He may only have been in the job for just...
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Cashing in on alternatives in 2014
18 December 2013
Taking a step up the risk ladder means assessing your appetite for risk It has been a torrid time for...
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