Fees – A very high bar to overcome 27th November 2018 Found in a church in France. “When you enter this church it may be possible you’ll hear God’s call.... Read more
No cash to pay the Inheritance Tax bill 19th November 2018 If you have an Estate that is liable to Inheritance Tax (IHT) and there is insufficient cash or liquidity... Read more
Budget October 2018 – Initial thoughts 30th October 2018 By Robin Stevenson, Head of Private Clients at Swindells Accountancy practice. Predictions were for a quiet budget from a... Read more
Residence Nil Rate Band 8th October 2018 The Residence Nil Rate Band (RNRB) was introduced in April 2017 following a 2015 election pledge by the Conservatives... Read more
I’m not retiring from life – just a job! 24th September 2018 Volunteering after retirement There is a wealth of evidence that confirms the many benefits of volunteering once people have... Read more
The most underutilised Inheritance Tax planning strategy 12th September 2018 Potentially, one of the most underutilised Inheritance Tax (IHT) planning strategies is to take advantage of Business Property relief.... Read more
Interview with Craig Burgess 21st August 2018 How investors can gain the greatest chance of investment success. Duncan Orr is interviewing again and this time it’s... Read more
The Tao of Wealth Management 9th August 2018 The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day... Read more
Making better decisions with financial numeracy 18th July 2018 Being able to fully understand how numbers and data can impact your decision making when it comes to financial... Read more
Financial Forecasting using Cashflow Modelling 3rd July 2018 “Planning is bringing the future into the present so that you can do something about it now.” Alan Lakein... Read more