Category: All News

Act fast before the end of the tax year Here are some useful hints that may improve your pension prospects. Some employers may allow selected staff aged 50 and over (rising to age 55 and over from 6 April 2010) to claim an income from their pension while they work full time. This option has… Continue reading Boosting your pension

Start the new decade with a new bill of wealth At every stage in our lives, there are certain circumstances that stand out as important, but it is all too easy to put off planning in our earlier years. We have highlighted some of the important stages in life and the circumstances you might find… Continue reading Is it time you had a wealth check?

The key points at a glance The key points at a glance from Chancellor Alistair Darling’s third Pre-Budget Report. Economy UK economy expected to contract by 4.75 per cent this year, with a return to growth in the fourth quarter. Forecasts UK will grow 1-1.5 per cent next year and by 3.5 per cent in… Continue reading Pre-Budget Report

Your questions answered There are a number of different reasons why you may wish to consider transferring your pension schemes, whether this is the result of a change of employment, poor investment performance, issues over the security of the pension scheme, or a need to improve flexibility. You might well have several different types of… Continue reading Transferring your pensions

Making the right informed decisions is the key We provide solutions for the diverse needs not just of our wealthy clients but also of those who aspire to become wealthy, enabling each individual to structure their finances as efficiently as possible. If you are an income-seeking saver in search of good returns from your savings in… Continue reading Are you an income seeking saver?

Complex calculations mean there are a number off actors to consider Divorce can create financial difficulties. The pensions of both parties in a divorce may be considered when the court decides what money goes where. If one spouse never worked, while the other built up a large pension fund, this will have to be taken… Continue reading Dividing pension rights in a divorce

Dates for your diary The state pension age is the earliest age at which you are able to claim your state pension benefits. For many years this has been 65 for men and 60 for women, but things are soon to change. And the age at which you can claim that state pension will be… Continue reading State pension age changes

Your questions answered You don’t have to be seriously wealthy for your estate to be subject to Inheritance Tax (IHT) after you die. Currently, IHT is levied on everything you leave over £325,000 (2009/10). Inheritance tax planning is a complex subject and it’s important to obtain professional advice if you have any concerns about your particular requirements,… Continue reading Inheritance tax planning

In the run-upto the end of the 2009/10 tax year,now is the time to start making sure that your tax affairs are in the best of health.Follow our check list to see what you should be considering. Unused Tax Allowances If your spouse has any unused tax allowances or pays tax at a lower rate,… Continue reading 10 ways to save tax

Did you know? If you are over 65, you should check you are getting the correct personal allowance. The allowance for the 2009/10 tax year is £6,475, but if you were aged 65 to 74 on April 5 2009 it is increased to £9,490. If you were aged 75 or over on April 5 2008… Continue reading Your tax code