Inheritance tax and life assurance
The MailOnline has reported that more than half a billion pounds will be paid in Inheritance Tax every year from...
Are you ready for the rate rise?
We heard yesterday that the Bank of England voted unanimously to hold interest rates at their historic low of 0.5%...
Retirement planning? What retirement planning?
A study conducted by Aviva last week concluded that one in ten say they will ‘work until they drop’. This...
Sharp rise in inflation
The latest price inflation figures from the Office for National Statistics (ONS) show a sharp rise in the year to...
Cash flow forecasting
We have recently completed a report for a client who is currently going through a divorce. Our client has her own...
Pensions or ISAs?
With all the changes that have been announced to both pensions and ISAs in the Budget, which might be considered...
Get 25% tax free cash now & the rest next year
When a subject line like this arrives in your email inbox, all you can do is sigh. I won’t mention...
Closing an IHT planning loophole
Back in December 2013 I wrote a blog about HM Revenue & Customs (HMRC) closing an inheritance tax planning ‘loophole’...
12 reasons why you need a Financial Plan
There are 12 reasons why you need a Financial Plan. If you have received advice from an Independent Financial Adviser...
Too poor to save?
Are you too poor to save any money each month? According to a new report from The Post Office, the...