Good news for Inheritance Tax Planning. Not news about its abolition as some commentators had suggested in the run up to the latest budget, but good news about paying the tax itself. Inheritance Tax (IHT) is payable on the value of an estate after a person’s death. The first £325,000 is tax free, doubling up […]
We are delighted to be able to announce that once again we’ve been awarded the Vouched for Top Rated Female Financial Adviser status for 2024. The list of Top-Rated Financial Advisers for 2024 was published in The Times on 9th March. This is the 11th year in a row that we’ve made list, (2014 to […]
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The latest Best Invest “Dog Funds” list is out again for your money advisor to review. Published every six months the list includes investments funds which have underperformed their benchmark by at least 5% over three consecutive years. This makes sure that funds don’t jump onto the list without good reason. They have to have […]
Read More… from Latest Money Advisor report on poor investment funds
So, what do people want from their Independent Financial Advisor? When it comes to their savings, research by Nextwealth found that the top priorities for investors were: Maintaining their savings levels so that they don’t run out of money – 71% Being able to pass money to their children and grandchildren – 65% Managing the […]
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According to Pension Advisors, the amount needed to enjoy a moderate standard of living during retirement has shot up by 30% over the last 12 months. This is a sharp rise and reflects the impact of inflation over the last two years, since Lockdown. The amount needed by a single person is £31,300, up from […]
According to Investment Planners, over £500 billion of investments in the UK are now held in SIPP’s (Self Invested Personal Pensions) and this is set to grow to £1 trillion by 2030. Two thirds of these funds are held on a non-advised basis, in direct investments. There are now five million people with SIPP’s. But […]
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Awards and Accreditations
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