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So far Craig Pearce has created 6 blog entries.

October 2022

Unlocking the real value of your wealth

By |2022-10-30T11:57:37+00:00October 28th, 2022|Uncategorised|

Would you agree that wealth is not about hoarding money but the flexibility and financial freedom it affordsto help us achieve our goals and passions? Essentially, wealth has the scope to create a powerful purpose in our lives. Take time to understand your ‘why’ Developing a clear understanding of what you want from life and [...]

Sandwich generation – time to put yourself first

By |2022-10-28T14:51:35+01:00October 28th, 2022|Uncategorised|

Cost-of-living challenges look set to heap further pressure on the sandwich generation (responsible both for bringing up their own children and for the care of their ageing parents), making it vitally important to take advice before making any hasty decisions which could sacrifice their financial futures. People who provide support to adult loved ones will [...]

Time to revist your IHT strategy?

By |2022-10-28T14:44:32+01:00October 28th, 2022|Uncategorised|

IHT receipts have increased for a variety of reasons, including the impact of rising property prices, meaning more families falling within the range of IHT. While thresholds remain frozen at current levels – the nil-rate band is £325,000 and the main residence nil-rate band is £175,000 – IHT can effectively be regarded as a stealth [...]

December 2020

Protect your family’s future through estate planning

By |2020-12-17T14:52:03+00:00December 17th, 2020|Uncategorised|

One way of ensuring that your loved ones receive assets is to pass them over while you’re still alive. However, this needs careful thought as you may not want to relinquish control and you need to make sure you keep enough yourself to live off – a difficult balancing act. The first stage As a [...]

2020/21 – Know your numbers

By |2020-12-17T14:21:20+00:00December 17th, 2020|Uncategorised|

Here are a few figures worth knowing in 2020–21 to help maximise your tax  allowances and exemptions: Personal taxation The National Insurance threshold is £9,500 and the Personal Allowance remains the same as last year, at £12,500. Pensions The Annual Allowance for pensions is £40,000 and begins to taper (to a minimum of £4,000) for [...]

COVID 19 – the Ultimate financial stress test

By |2020-12-01T12:30:01+00:00December 1st, 2020|Uncategorised|

Coronavirus has affected  every aspect of our lives,  particularly our financial  stability. The crisis has acted  as a stress test for the nation’s  finances, highlighting the fragility of many people’s financial safety nets. It has compelled individuals to take a closer look at their finances to see how they can reduce their expenses and become [...]

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