February 23, 2018
img src="http://jesprivatewealth.co.uk/shutterstock_1039428289"alt="tax-break" />

Possible Tax Break For Pensioners to Pay For Own Care

Pensioners could be given a tax break to pay for their own care, in a move considered by the Treasury.   Officials are weighing up the possibility to allow tax-free withdrawals from retirement savings. Pensioners would […]
January 15, 2018

‘Mid-life savings crisis’ affects millions of UK workers in the run up to retirement

  Research shows that almost a fifth of all UK workers in their 50s and 60s are suffering from a ‘mid-life savings crisis’ in the run up to retirement.   Worryingly, millions of people in this […]
January 5, 2018

Bad Financial Habits to Quit This New Year

The New Year is a great opportunity to get your finances in order. Below is a list of expensive financial habits to try and quit in 2018.   1. Dipping into debt According to ThinkMoney, more […]
December 14, 2017

Data reveals UK state pension is the worst in the developed world

According to the most recent report by the Organisation for Economic Co-operation and Development (OECD), the average worker in the UK can expect to receive just 29% of their final working salary as a basic pension […]
December 13, 2017

Market Overview – December 2017

Welcome to the second edition of Market Overview – our summary of recent events shaping global markets. Click here to read our Market Overview for December 2017. If you wish to discuss your investments, or any of […]
October 3, 2017

Do not forget your pension when it comes to inheritance tax planning

When the pension freedoms were introduced in 2015, the 55% tax charge on death was abolished, meaning pensions are now, potentially, an important part of your inheritance tax planning.   The new rules mean any money […]
August 29, 2017

Are you in dark about your state pension?

A survey conducted by Censuswide1, has revealed a shockingly large number of people approaching retirement are in the dark about their state pension. This is despite the government’s numerous changes aimed at making it ‘simple and […]
February 8, 2017

Britons are ‘woefully’ unprepared for Inheritance Tax Planning

A study compiled by RBC Wealth Management in collaboration with Scorpio Partnership, has revealed that only 24% of British high net worths have a full plan in place for how they will pass their assets down […]
August 10, 2016

How to Reduce Your IHT Bill in 10 Ways

HM Revenue and Customs (HMRC) recently published figures which showed that Inheritance Tax (IHT) receipts have increased by 60% in the last 5 years. HMRC have recorded that these bills have increased from £2.9 billion (2011/2012) […]
April 13, 2016

Have you done all you can to plan for Inheritance Tax?

Her Majesty’s Revenue and Customers (HMRC) has recently announced that it’s taken £4.6 billion in Inheritance Tax (IHT) during the 2015/16 tax year. This represented a 21% increase since last year where HMRC recorded gains of […]

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