The overlooked way of reducing your Inheritance Tax (IHT) bill
13th November 2017
Large gifts are a long-established method of reducing Inheritance Tax (IHT). However, not everyone can afford to, or wants to, give lump sums…
Author: Cactus
The overlooked way of reducing your Inheritance Tax (IHT) bill
13th November 2017
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Calls for triple lock to be abolished
For those that receive the State Pension, calls for the abolition of ‘triple lock’ won’t be welcome news. Though it has played a…
The three main reasons for not having a pension
For some people, retirement planning can seem like a Catch-22 at times. They can’t afford to save into a pension, but they can’t…
The ultimate guide to avoiding financial scams
Pensioners have lost more than £43 million to financial scams since the Pension Freedoms regulations were introduced in 2015, the Department for Work…
Interest rate rise: How will it affect you?
3rd November 2017
It’s taken more than 10 years, but it’s finally happened. The Bank of England has decided to increase interest rates with the…
15 things to do in the year before you retire
17th October 2017
Taking the right decisions in the months and years before you finish work, will lead to a more financially secure retirement. Our:…
Dealing with the here and now, while planning for the future
5th October 2017
Why did John and Becky contact us? John and Becky are both in their late 40s and have two dependent children; a…
Helping successful business people manage their personal finances
Why did Hannah approach us? Hannah was in her early 50s when she was introduced to us by her accountant. Typical of…
Time to take retirement planning seriously
Why did Chris approach us? Chris was 10 years away from when he thought he wanted to retire. During his life he’d…
Why savers could be mistaken for ignoring Cash ISAs
3rd October 2017
Once a firm favourite among savers, new figures from HM Revenue & Customs (HMRC) suggest that the humble Cash ISA is being…