October 2022
Unlocking the real value of your wealth
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 [...]
Sandwich generation – time to put yourself first
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 [...]
Time to revist your IHT strategy?
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 [...]
December 2020
Protect your family’s future through estate planning
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 [...]
2020/21 – Know your numbers
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, [...]
COVID 19 – the Ultimate financial stress test
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 [...]