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Wealth Knowledge, June 2019

- Savers withdraw £25.62b through pension freedoms - Inheritance tax receipts projected to double by 2030 - Over-50s support introducing new tax break for downsizing - FCA consults on plans to change mortgage advice rules

The Rules of Intestacy

The Rules of Intestacy When someone dies without leavining a legally valid will, their estate is distrubuted in line with a set of rules covering what known as intestacy. Subsequently, if you die without mkaing a will, you will be defined as an intestate individual.

Investing in Small Companies

By their nature, small and relatively new companies tend to be considered a higher-risk investment than buying shares in larger, better-established businesses.

Wealth Knowledge, May 2019

-Oblivious workers over 65 are being taxed on their stats pension -Under 35s call for advice to prepare for life’s milestones -Retirees’ income levels off over the last eight years -Pension dashboards get the green light from government department

The importance of retirement saving

There’s no doubt that the older you get, the faster time flies, and with it comes less time to plan for a comfortable retirement. In this document, we look at when, why and how to start saving for a pension.

Reclaiming overpaid tax

Nobody likes paying tax, but most people would like to receive a brown envelope through the post from HMRC containing a tax rebate. Find out how to claim tax back through PAYE or self-assessment.

Wealth Update, April 2019

The concept of riskier investment strategies. Following the latest market trends when it comes to your investment strategy usually pays off, but while most stick with the safety of the shoal there are always a few sharks swimming against the tide.

Auto-Enrolment – The final Increase?

Another minimum contributions rise is upon us. When auto-enrolment was first introduced back in October 2012, nobody could have envisaged it being a policy as widely admired as it is today.

Should you fix your mortgage?

With each passing day, more news and speculation emerges about the future relationship between the UK and the EU, as we move a step closer to the planned Brexit date at 11pm on 29 March 2019. How could Brexit affect mortgage and interest.

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