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...


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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...


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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...


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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...

Financial Planning

Property Prices push Inheritance tax take beyond £5 billion

HM Revenue and Customs recently revealed that 2017/18 was a bumper year for inheritance tax (IHT) receipts, indeed it...


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Property Prices push Inheritance tax take beyond £5 billion

HM Revenue and Customs recently revealed that 2017/18 was a bumper year for inheritance tax (IHT) receipts, indeed it...

Financial Planning

Choices at retirement: Caught like a rabbit in the headlights?

For many people deciding how to use their pension savings is one of the most important, and often scariest...


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Choices at retirement: Caught like a rabbit in the headlights?

For many people deciding how to use their pension savings is one of the most important, and often scariest...

Financial Planning

Passing on Wealth in an “Unfit” Inheritance Tax System

You may be aware that there is currently a Government consultation on inheritance tax simplification, that is seeking the...


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Passing on Wealth in an “Unfit” Inheritance Tax System

You may be aware that there is currently a Government consultation on inheritance tax simplification, that is seeking the...

Financial Planning

Who in my family can benefit from my pension if I die?

Will my family be able to take full advantage of the new “Pension Freedoms” ? From my time working...


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Who in my family can benefit from my pension if I die?

Will my family be able to take full advantage of the new “Pension Freedoms” ? From my time working...