At the time of writing this issue, the uncertainty around the terms of Brexit have been extended to a new deadline set for 31 October. All we can do is expect the best, prepare for the worst and capitalise on what comes. Inheritance Tax is no longer something that only affects the very wealthy, but the good news is that there are ways to limit the amount of Inheritance Tax your family may potentially face. Read more…
Welcome to our Guide to Wealth Creation. Anything is possible when you manage your money the right way. There are always going to be bumps in the road on every journey, but the key is to be able to put a plan in place that is flexible enough to adjust to the unexpected. Creating and maintaining the right investment strategy plays a vital role in securing your financial future, whether you are looking to invest Read more…
When it comes to tax, leaving important planning to the end of the tax year can cost thousands. So now is your last chance to get your tax affairs in order before the end of the 2018/19 tax year. We’ve provided a summary and tips for some of the key tax and financial planning areas which may be appropriate to certain taxpayers and should be considered prior to the end of the tax year on Read more…
Welcome to our latest issue. Robert Kiyosaki, the American businessman and author of the best-selling book Rich Dad, Poor Dad, once remarked, ‘Making money is common sense. It’s not rocket science. But unfortunately, when it comes to money, common sense is uncommon.’ As we continue into 2019 with the uncertainties surrounding Brexit, we look to de-mystify the ever-changing landscape of the financial world. What better place to start off than tax-efficient investing? Each tax year, Read more…
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. How much control do you want over your investments? Do you prefer to be in charge, or do you want someone to invest for you? Volatile markets can test your nerves. We can advise you on solutions to help you meet your investment goals so that you weather the markets by keeping your portfolio diverse. So, what do you Read more…
Living for another 30 years after work isn’t just a possibility, it’s a probability. Whether retirement is many years away or just around the corner, unless you start planning for retirement now, there is a great danger that you could outlive your savings. The earlier you start planning, the easier it will be to create the retirement lifestyle you want. As the UK’s population is living longer, planning in advance for retirement is becoming even Read more…