Sleepwalking into retirement
Lack of pension knowledge among UK adults
The UK’s middle-aged workers could be sleepwalking into retirement poverty. Four in ten people aged between 40 and ... Read More
Trusted Financial Advice
Category: News
Trusts
‘Ring-fencing’ assets to minimise or mitigate Inheritance Tax
Appropriate trusts can be used for minimising or mitigating Inheritance Tax estate taxes and can offer other benefits as part ... Read More
Making a Will
Failure to take action could compromise the long-term financial security of the family
If a person wants to be sure their wishes will be met ... Read More
Lifetime transfers
Potential implications of such gifts with regard to Inheritance Tax
Some people like to transfer some of their assets whilst they are alive – these are ... Read More
Residence nil-rate band
Owning a residence which is left to direct descendants
The Inheritance Tax residence nil-rate band (RNRB) came into effect on 6 April 2017. The RNRB ... Read More
Inheritance Tax
Planning could save a family hundreds of thousands of pounds payable
Effective estate preservation planning could save a family a potential Inheritance Tax (IHT) bill amounting ... Read More
UK pension savings gap
The need for a greater awareness of what must be saved today
If savers want a particular standard of living at retirement, then they ... Read More
Financial protection
Are you prepared if life throws something unexpected your way?
A critical illness could happen to any one of us. If it does happen, having . ... Read More
Are you ready to invest?
5 reasons to open a Stocks & Shares ISA
Whatever you’re putting money aside for, there’s likely to be a role for Individual ... Read More
Long-term care
Finding the money for looking after us if we need care in old age
With the UK’s population ageing, more people will be living with long-term care ... Read More