Key considerations with a Final Salary pension 13th January 2017 Should you consider transferring out of a Final Salary pension? The overwhelming majority of people who have a Final... Read more
Top 10 New Year Headlines 7th January 2017 What will 2017 hold? Our natural curiosity about the future makes a ready-made market for speculative media articles about... Read more
What is the ideal investment strategy? 8th December 2016 “Is now a good time to be in stocks?” “Should currency risk be hedged?” Questions of this kind, often... Read more
UK Fund Management Review 2nd December 2016 In November the Financial Conduct Authority (FCA) released its latest review and this time it has focused UK Fund... Read more
Business Property Relief 15th November 2016 One potential solution, or as part of a wider strategy for mitigating inheritance tax, can be to use Business... Read more
Inheritance Tax Planning where a Power of Attorney is in place 3rd November 2016 Where a lasting power of attorney is in place many people think that nothing can be done with regards... Read more
Inheritance Tax: what can you do about it 20th October 2016 Inheritance Tax (IHT) is affecting more and more families nowadays and we’re often asked what can be done to... Read more
Free seminar: Modern Inheritance Tax Planning – The very latest do’s and don’ts 19th October 2016 If you would like to find out how to maximise the new Main Residence Nil Rate Band, which is... Read more
How to invest for success following the US election 29th September 2016 Let’s assume the presidential election took place yesterday, this is how you would position your portfolio. You will all now know... Read more
Long term perspective on short term volatility 20th September 2016 Every now and then, unexpected events can take people by surprise. That happened recently with the UK’s EU referendum,... Read more