Blog

Our Blogs

Browse our blog posts below.

Why we are happy to work past the default retirement age

New living patterns require retirement income solutions that offer greater flexibility More than half of over-55s currently in the workforce...
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Getting the foundations right

The later you leave it, the more limited your options will be Successful planning is dependent on getting the foundations...
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Valuing your estate

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

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

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

Passing on parts of your estate There are some important exemptions that allow you to legally pass your estate on...
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Long-term worries for the UK

Preparing for your financial future Britons spend more time planning their next holiday, haircut and shopping excursions than they do...
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Taking vital steps before the new tax year

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

 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

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

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

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

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

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

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

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

 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

 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?

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

Keeping your pension funds invested beyond your normal retirement date Income drawdown or ‘Unsecured Pensions’, became available in 1995. It...
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