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Passing pensions down the generations


The obvious personal tax benefits of a personal pension (SIPP) are well known, income tax relief on contributions, tax-free growth inside the pension and the option to take 25% of the accumulated fund as a tax-free lump sum, but what about the Inheritance Tax benefits? Defined Contribution pensions (Personal pension/SIPP) can be passed to any […]

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Lasting Power of Attorney


What is a power of attorney? A power of attorney is a legal document that allows someone to make decisions for you, or act on your behalf, if you’re no longer able to or if you no longer want to make your own decisions. There are a number of reasons why you might need someone […]

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Gifting funds


3 things to remember if you’re planning on gifting funds You may be familiar with the expression “it’s better to gift with a warm hand than a cold hand” i.e. make gifts during your lifetime and gifting can form an essential part of Inheritance Tax planning. We’ve identified 3 key points with gifting that many […]

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Headline Blues


It’s a tough gig being a financial media pundit whose job requires making eye-grabbing calls on the outcomes of major world events. But at least the pundits rarely have to deal with the consequences of their bad predictions. From the Brexit referendum, to the US presidential vote to general elections in Australia, the Netherlands, France […]

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More action less consultation please


The recent Financial Conduct Authority’s (FCA) long awaited final report into the asset management industry reinforced the evidence that we’ve known for some time; 1. Investments funds should compete on price, but clearly, they don’t, as the net profit margin of most asset management firms is still extraordinarily high (36%). 2. Paying a high price […]

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Passing pensions down the generations


The obvious personal tax benefits of a personal pension (SIPP) are well known, income tax relief on contributions, tax-free growth inside the pension and the option to take 25% of the accumulated fund as a tax-free lump sum, but what about the Inheritance Tax benefits? Defined Contribution pensions (Personal pension/SIPP) can be passed to any […]

Read more →


Lasting Power of Attorney


What is a power of attorney? A power of attorney is a legal document that allows someone to make decisions for you, or act on your behalf, if you’re no longer able to or if you no longer want to make your own decisions. There are a number of reasons why you might need someone […]

Read more →


Gifting funds


3 things to remember if you’re planning on gifting funds You may be familiar with the expression “it’s better to gift with a warm hand than a cold hand” i.e. make gifts during your lifetime and gifting can form an essential part of Inheritance Tax planning. We’ve identified 3 key points with gifting that many […]

Read more →


Headline Blues


It’s a tough gig being a financial media pundit whose job requires making eye-grabbing calls on the outcomes of major world events. But at least the pundits rarely have to deal with the consequences of their bad predictions. From the Brexit referendum, to the US presidential vote to general elections in Australia, the Netherlands, France […]

Read more →