Category: News

A trust may be one of those financial tools you’ve heard of but know little about. In some circumstances, they can be an excellent way to help manage assets and reduce tax liabilities. However, it’s important to understand what they are and where setting up a trust can be useful before proceeding. What is a

As we make financial plans, it’s often necessary to make some assumptions. Perhaps you’ve factored in a few pay rises before retirement or calculated what investments can expect to return. But research indicates some people could be relying on receiving an inheritance with little information about it to reach their aspirations. If you’re expecting to

Thousands of retirees are shunning Annuities when they reach retirement age. Instead, they’re taking advantage of the opportunity to access their pension savings flexibly. It can be a fantastic way to match your income and lifestyle, but figures suggest many are withdrawing unsustainable amounts. There are many benefits to taking your pension flexibly. However, you

Care fees have been a real hot topic for the last 10 years and even some say as being responsible for the government losing its majority at the last election with the floating of the so called ‘Dementia Tax’. We all want to receive the right type of care in the best possible location however

While there were no surprise announcements in relation to any inheritance tax changes, the Budget figures show revenue from inheritance tax has hit £5.1 billion (calculated May 2016 – May 2017). This alone shows that as the nil rate band has not increased since 2009/10 more estates are being brought into the inheritance tax net