As the amount collected through Inheritance Tax increases better inheritance tax planning advice is needed. One of the Inheritance Tax (IHT) issues which is not often considered is the tax due on gifts given within seven years of the donor dying. According to Evelyn Partners research, the number paying tax on gifts increased by 150% […]
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Financial Planning advice to help you leave a legacy Scottish Friendly have just looked at what people want to do with their money when they die which will need Financial Planning advice. The survey makes for interesting reading and provides an insight into what is important to people. The list found that: 72% of people […]
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Latest facts and figures from your pension financial advisor HMRC have now published their analysis of pension financial advisor facts and figures from 2023. They found the following (albeit a year out of date already): 88% of workers were paying into a pension as a result of the success of the auto enrolment scheme introduced […]
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Massive Financial Planning wealth management transfer underway According to estimates as much as £550,000,000,000 (that’s £5.5 trillion or £5.5 thousand billion) worth of Financial Planning wealth management is going to be transferred from one generation to the next in the next 20 to 30 years. That’s according to the Kings Court Trust. This is the […]
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How to find a financial advisor Are you wondering how to find a financial advisor? If you are reading this on our website, you might be. There are obviously many ways in which financial advisors try to engage with potential new clients. But according to a survey by Investec the main ways are as follows: […]
July pension advisory news from Christina Clegg The FCA has reported that it has now approved 44 cryptocurrency firms in the UK who have demonstrated that they are able to fully comply with the Money Laundering Regulations. 5 million pensioners in the UK paid income in the last financial year. By comparison only 4 million […]
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