No longer something that only affects the very wealthy
Inheritance Tax is no longer something that only affects the very wealthy, but the good news is that there are ways to limit the amount of Inheritance Tax your family may potentially face. When someone dies, Inheritance Tax is charged on their estate above a certain value. A person’s estate is basically everything they own, including their main property, any other properties, cars, boats, life assurance policies not written in an appropriate trust and other investments, as well as personal effects such as jewellery. Continue reading →

Time, patience and making informed decisions
Making sense of today’s market headwinds and building a diverse portfolio should be key priorities for all investors. Whether you have a lump sum to invest or want to invest regularly each month, it’s important to know your money is working hard for you. Continue reading →

The key changes you need to know
You want to pay the minimum amount of tax legally possible. We want that for you, too. The 2019/20 tax year started on 6 April, and in general taxpayers will have more money in their pocket after increases to allowances came into force, but there are a few losers, in particular those selling shares and buy-to-let landlords. Continue reading →