You’ve worked hard all of your life to get to where you are, and providing for those you care about is important to you. However, just owning your own home and having sufficient capital to provide a reasonable income during your retirement may leave your estate with a sizeable IHT liability. If you want to
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Although often in the news, Inheritance Tax (IHT) is still not widely understood. That’s worrying, because it affects thousands of families every year. If you thought IHT was just for extremely wealthy people to worry about, think again. The amount of IHT collected has doubled over the last five years[1]. The Government is introducing a
Each tax year, we are given an annual Individual Savings Account (ISA) allowance. Anyone wishing to utilise their allowance should do so before the deadline on Wednesday 5 April 2017. The date marks the end of the 2016/17 tax year. It is a ‘use it or lose it’ allowance, meaning that if you don’t use
Our 2016/17 Year End Tax Planning guide highlights some of the key tax planning opportunities for all stages and facets of life. We provide suggestions for further consideration and discussion, enabling you to arrange your taxes, investments and wider financial affairs to reduce current and future tax liabilities. Please keep in mind that everyone’s tax
Welcome to our Guide to New Year Wealth Planning. The start of a new year enables you to reassess and critique your financial plans and goals to ensure that you know where you are and where you should be. It means you can also put in place new strategies or update existing ones to achieve
After a game-changing 2016, the investment environment was not only mixed but characterised by uneven global growth and political events such as Brexit and the US elections. Many of the drivers that affected markets in 2016 will almost certainly remain the focus for 2017.
Last year was the year of seismic election results, both in the UK and the US, which will determine the national and international political and financial landscape for decades to come. After a long and brutal US presidential election campaign, Donald Trump emerged victorious as the surprise victor. His inauguration is scheduled for Friday 20
Have you considered all the potential costs of retiring? Some people find their expenses fall once their working life ends, but it’s important not automatically to assume that all your expenses will go down – some may increase, such as heating and leisure costs. The constantly evolving landscape of legislative change provides both challenges and
Welcome to our Guide to Wealth Management. Our personalised approach is designed to help us understand your wider ambitions and objectives for your wealth, whether you want to generate an income that supports your lifestyle, family and retirement plans; need help to pass your wealth on to future generations; or fund your ambitions, from personal
Anything is possible when you manage your money the right way. Whatever your goals in life are, careful planning and successful investing of your wealth can help you get there. Investments can offer both risk and return, and generally the bigger the risk the greater the potential return.
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