Developing an investment strategy
3 September 2013
Allow your lifestyle to dictate your investment approach To make the most of your investment opportunities, allow your lifestyle and...
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Venture Capital Trusts
3 September 2013
Wealthier investors taking a long-term view A Venture Capital Trust (VCT) is a company whose shares trade on the London...
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Enterprise Investment Schemes
3 September 2013
Attractive tax breaks as part of a diversified investment portfolio Enterprise Investment Schemes (EISs) are tax-efficient vehicles set up to...
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Asset allocation
3 September 2013
If you put all of your eggs in one basket, you are more vulnerable to risk When deciding whether to...
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Estate preservation
3 September 2013
Planning to prevent unnecessary tax payments In order to protect family and loved ones, it is essential to have provisions...
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‘Nothing is certain but death and taxes and they are intrinsically linked
13 July 2013
Will your legacy involve just leaving a large Inheritance Tax bill for your loved ones? In order to protect your...
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Inheritance tax nil rate band and rates
1 July 2013
We can help you evaluate the size of your estate We can help you evaluate the size of your estate...
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Doubling the Inheritance Tax threshold
1 July 2013
Transferring assets can seriously improve your wealth Current rules mean that the survivor of a marriage or registered civil partnership...
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Inheriting a property
1 July 2013
Could you be liable to pay Inheritance Tax? If you owned property jointly as joint tenants with the deceased and...
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Combining predictability with clever planning
1 July 2013
Make sure everything you own goes where you want it to tax-efficiently Planning your finances in advance should help you...
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Financial prudence
1 July 2013
It’ll take longer to sort out your affairs if you don’t have a will Itís easy to put off making...
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Who gets what?
1 July 2013
Don’t leave your heirs embroiled in years of legal feuding If you leave everything to your spouse or registered civil...
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Trust in your future
1 July 2013
Helping you control and protect family assets One of the most effective ways you can manage your estate planning is...
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Giving away wealth
1 July 2013
Tax-efficiently passing on parts of your estate There are some important exemptions that allow you to legally pass your estate...
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Planning to enjoy your retirement years
1 July 2013
Talk to us about the new pension opportunities One way of looking at planning for retirement is to think about...
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Investors get more tax savvy with their money
1 July 2013
Strategies to save tax and invest more tax-efficiently in 2013/14 Taxation can be a complicated area of personal finance and...
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Planning for the worst-case scenario
1 July 2013
Families are under-protected and under-prepared As one in five UK adults fears for job security, Scottish Widows warns of implications...
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Who could be the single largest beneficiary of your estate?
1 July 2013
We can help you identify the source of a wealth leak. Contact us to implement a robust protection strategy Providing...
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Retirement income is becoming a family affair
1 July 2013
New research shows 2 in 5 retirees support their families financially Two in five people (40 per cent) retiring this...
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Free money
1 July 2013
Are you switched on to the tax benefits of pensions? Research by Standard Life reveals that more people are now...
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