Sep. 09, 2024
Wealth Planning
April 15, 2024
How much does retirement cost?
Categories:
New research has put some surprising numbers on the income needed in retirement.
Read More
March 22, 2024
How do I increase the value of my business?
Categories:
Understanding what your company is worth is a core consideration for many business owners as its value will have a considerable effect on your own future plans.
Read More
March 4, 2024
Increased income – the double-edged sword
Categories:
With tax bands and other thresholds frozen, taxpayers should be aware of the implications of their income increasing. Increased income can mean more than facing a higher tax bill.
Read More
January 22, 2024
Getting a head start: retirement planning attitudes in 2023
Categories:
A survey of 6,000 people, aged 18 to 80, revealed starkly different views on retirement across the generations.
Read More
January 5, 2024
Exit Strategies: a Business Owner’s guide to exit strategy options
Categories:
A business exit strategy is a strategic plan that business owners use to leave or sell the business. Understanding the types of exit strategies available and the most suitable one for you is a crucial part of succession planning.
Read More
November 6, 2023
An uncertain future for the Triple Lock
Categories:
State pension increases could be outpacing inflation next April, and there’s no guarantee of the Triple Lock surviving the next election.
Read More
October 23, 2023
Farewell to inheritance tax?
Categories:
There are now reports that the March 2024 Budget will include a reduction to the 40% IHT rate as a prelude to future abolishment.
Read More
October 9, 2023
Deferring your state pension
Categories:
Most people draw their state pension as soon as it becomes available, but If you do not make that claim your state pension is automatically deferred until you choose to claim it.
Read More
August 28, 2023
Abolishing the pensions lifetime allowance
Categories:
Although the lifetime allowance was effectively abolished from April 2023, it has been retained on statute for a year.
Read More
June 2, 2023
Using Family Investment Companies to secure future wealth
Categories:
If you hold assets in your own name, these assets may be subject to Inheritance Tax (IHT) on death as well as profits earned during your lifetime being charged to income tax at rates of up to 45% if you are an additional rate tax payer. A family investment company (FIC) could be used for tax efficient investment purposes.
Read More
May 15, 2023
Childcare support extended to children over nine months
Categories:
The government is extending the provision of 30 hours of free childcare for 38 weeks to now include all pre-school children over the age of nine months.
Read More
November 18, 2022
Autumn Statement 2022
Categories:
The Chancellor, Jeremy Hunt, was faced with a challenging economic backdrop to his first major set piece, grappling with a combination of over 11% inflation, an official recession and the
Read More
Search by
Search