Tax Planning


Truly Independent Financial Advice


One of the largest UK IFA networks, Sesame, has recently announced that it is removing all of its member financial adviser firms’ independent status.  All financial advisory firms that operate under the Sesame umbrella will now be offering their clients restricted advice. You may recall the financial advice industry underwent some significant changes at the […]

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Inheritance Tax Planning Options


The Office of National Statistics has reported that Inheritance Tax (IHT) paid to the Government rose by 8% last year, largely driven by the recent recovery in property prices.  With the nil rate band (value of assets upon which IHT is charged at 0%) frozen at £325,000 until at least 2018 this should ring warning […]

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An Enlightening Financial Planning Process


What is the difference between telling you that you can spend extra funds holidaying now, or that you can afford to stop working earlier than anticipated or that you could afford to gift funds to your grandchildren now and showing you that these objectives are achievable? They say that a picture paints a thousand words.  […]

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Pension Liberation?


Despite a number of announcements dealing with tax evasion and avoidance in the 2013 Budget, the Government does not appear to have taken any steps to combat the growing number of pension liberation cases. Andrew Tully, pensions technical director at MGM Advantage said: ‘This appears to be a missed opportunity to clamp down on pension liberation schemes […]

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Trusts & Estate Planning, Finding The Right Solution


Family wealth preservation is not solely about ensuring that children do not lose out on 40% of the intended bequest – after all, the Revenue has already had a slice of this money, so why give them anymore? It can also mean having the funds available to deal with the following, very real, lifestyle issues […]

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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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Hargreaves Lansdown v Vanguard (Who?)


Last month, Vanguard, announced that it is to offer UK investors a lower cost investment Platform, in a direct challenge to the incumbent behemoth Hargreaves Lansdown (HL). The immediate reaction was an 8% fall in the latter’s share price, as speculators pondered the demise of another Active-promoting financial services provider. Completely co-incidentally, the firm announced […]

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Do you really want to gift money to the taxman?


A recent survey* by Canada Life about inheritance tax (IHT) shows that wealthy Brits over the age of 45 are either ignoring estate planning solutions or they have forgotten about the benefits these can provide. Only 27% of those surveyed have taken financial advice on IHT planning despite all of them having a potential IHT […]

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Investment essentials


Back in August 2016, we encouraged you to watch a 12 part documentary featuring Robin Powell and Mark Hebner which included all of the key elements to become a better investor and less of a speculator. There is now an abridged and more succinct 16 minute version available (click on the image above) which still […]

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