Wealth Management news articles from TFA Trusted Financial Advice
Your pension options - Deciding what to do with pension savings – even if you’re still working
It might seem like a far off prospect but knowing ... Read More
Trusted Financial Advice
Category: Wealth
Protecting your estate for future generations
Many individuals find the Inheritance Tax rules too complicated
If you struggle to navigate the UK’s Inheritance Tax regime, you are not ... Read More
Make it a date
Keeping your target retirement plans on track
Most over-45s are not making plans to match their hopes for the future, according to research from ... Read More
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 65 cannot ... Read More
‘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
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 known ... Read More
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 provides an ... Read More
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 to ... Read More
If savers want a particular standard of living at retirement, then they will need a greater awareness of what must be saved today.
Despite efforts by the ... Read More
Are you ready to invest?
Whatever you’re putting money aside for, there’s likely to be a role for Individual Saving Accounts (ISA). Low interest rates on cash ... Read More