Financial Planning

Can I use my pension to lend money to my business?

As part of the Government’s response to the coronavirus they have introduced the Bounce Back Loan Scheme (BBLS) to...


Can I use my pension to lend money to my business?

As part of the Government’s response to the coronavirus they have introduced the Bounce Back Loan Scheme (BBLS) to...

Financial Planning

Is now a good time to invest in a stocks and shares ISA?

A common question recently has been whether now is a good time to top up my stock and shares...


Is now a good time to invest in a stocks and shares ISA?

A common question recently has been whether now is a good time to top up my stock and shares...

Financial Planning

Managing Capital Gains Tax During a Market Downturn

Falling markets and falling investments are rarely welcome, but there are actions you can take that can improve your...


Managing Capital Gains Tax During a Market Downturn

Falling markets and falling investments are rarely welcome, but there are actions you can take that can improve your...

Financial Planning

Why Having a Professionally Managed Multi-Asset Portfolio is Now More Critical Than Ever

It is clear that the coronavirus crisis is making many investors reassess their approach to their portfolios and risk...


Why Having a Professionally Managed Multi-Asset Portfolio is Now More Critical Than Ever

It is clear that the coronavirus crisis is making many investors reassess their approach to their portfolios and risk...

Financial Planning

Are You Claiming All The Pension Tax Relief You are Due?

Are You Claiming All The Pension Tax Relief You are Due? One of the things we do as financial...


Are You Claiming All The Pension Tax Relief You are Due?

Are You Claiming All The Pension Tax Relief You are Due? One of the things we do as financial...

Financial Planning

New tax rules may impact UK clients investing in Offshore Investment Bonds

New tax rules may impact UK clients investing in Offshore Investment Bonds On the 6th April this year new...


New tax rules may impact UK clients investing in Offshore Investment Bonds

New tax rules may impact UK clients investing in Offshore Investment Bonds On the 6th April this year new...

Financial Planning

New Trust Registration Rules: Are You Ready?

New Trust Registration Rules: Are You Ready From the 10th March 2020, the EU 5th Money Laundering Directive (5MLD)...


New Trust Registration Rules: Are You Ready?

New Trust Registration Rules: Are You Ready From the 10th March 2020, the EU 5th Money Laundering Directive (5MLD)...

Financial Planning

Inheritance tax and gifting – are we going to see a major change to the rules?

The Office for Tax Simplification (OTS) has published its second report into inheritance tax (IHT). The independent report ordered...


Inheritance tax and gifting – are we going to see a major change to the rules?

The Office for Tax Simplification (OTS) has published its second report into inheritance tax (IHT). The independent report ordered...

Financial Planning

Investing for Income in Retirement

Saving and investing for your retirement can be viewed as the biggest financial challenge. Whilst saving for your retirement,...


Investing for Income in Retirement

Saving and investing for your retirement can be viewed as the biggest financial challenge. Whilst saving for your retirement,...

Financial Planning

Using the Tax System to Boost your Investment Returns

If you dread completing a tax return and have only just made your online submission, leaving it to the...


Using the Tax System to Boost your Investment Returns

If you dread completing a tax return and have only just made your online submission, leaving it to the...

Financial Planning

Recent Court case has inheritance tax (IHT) implications for pension transfers

In April 2015 the tax rules were changed to give people greater access to their pensions, and as a...


Recent Court case has inheritance tax (IHT) implications for pension transfers

In April 2015 the tax rules were changed to give people greater access to their pensions, and as a...

Financial Planning

Lifetime gifting: how much can I afford?

According to recent research commissioned by Sanlam UK, almost two-thirds of 25 to 45 year olds expect to receive...


Lifetime gifting: how much can I afford?

According to recent research commissioned by Sanlam UK, almost two-thirds of 25 to 45 year olds expect to receive...