News

Wealth Knowledge, August 2019
August 1, 2019
Almost half (49%) of millennials have provided financial support to their parents in the last year. The Bank of Mum and Dad is perceived to provide financial support to adult children in times of financial hardship.

Inheritance Tax gifting rules
August 1, 2019
Inheritance tax is one of the most widely criticised taxes in the UK. Many see it as an unfair burden at a time of grief, and it comes with a complex system of rules, reliefs and exemptions.

Identifying the best times to invest
August 1, 2019
If there was a universal, rock-solid reliable answer to the question “when is the best time to invest?” life would be a lot easier for financial advisers.

Wealth Knowledge, July 2019
July 1, 2019
– Consumer ‘demand for cash ISAs has increased’, report claims – Existing homeowners boost mortgage market – Most gifters are ‘unclear on inheritance tax rules’ – More people downsizing to boost retirement savings

Self-invested personal pensions
July 1, 2019
Having celebrated its 30th birthday this year, the self-invested personal pension (SIPP) remains a popular choice for savers who want to take control of their pension investments.

Protecting your business
July 1, 2019
Who would pick up the bill if something happened to the people you employ, the building you work in, or the equipment you use?

Wealth Knowledge, June 2019
June 1, 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
June 1, 2019
When someone dies without leaving a legally valid will, their estate is distributed in line with a set of rules covering what known as intestacy. Subsequently, if you die without making a will, you will be defined as an intestate individual.

Investing in Small Companies
June 1, 2019
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
May 1, 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
May 1, 2019
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
May 1, 2019
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.



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