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Making inheritance gifts from surplus income

Are you making use of this useful and much under-utilised exemption? If you want to make inheritance gifts from surplus or excess income, there is a useful and much under-utilised exemption that allows gifts over and above the value of £3,000 per annum to be made without these gifts forming part of your estate if you die within seven years…
Jen Paice
November 9, 2021
Savings & Investments

Evolution of ESG investing

Changing face of investor ethics and behaviours The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for more than half (51%) of advised UK adults, according a new report. And while the trend is common across the generations, it’s Millennials who are leading the charge. The report, which looks at intergenerational planning and wealth…
Jen Paice
October 18, 2021

Coping with life-changing events

Plan for tomorrow, live for today Change is the only constant in life. It inevitably involves twists and turns, with some that are expected while others may be entirely unplanned. When this happens, it’s important to feel secure with the knowledge that you have the right contingency plan in place. None of us can predict exactly what a life-changing event…
Jen Paice
October 4, 2021
Estate & Tax

Reduce your Inheritance Tax Bill

Inheritance Tax is payable in the UK on death, and sometimes when you give away certain assets during your lifetime. It can be a great concern for individuals with wealth exceeding the current £325,000 nil-rate band (2020/21 tax year). Naturally, you’ll want to pass on as much as possible to your loved ones, rather than paying 40% to HM Revenue…
Jen Paice
September 14, 2021

Inheritance Tax

Minimising the impact of on your estate The latest Inheritance Tax (IHT) statistics show an additional 4% was added to HM Revenue & Customs receipts compared to the previous year. IHT is a tax payable when you die. Whether your beneficiaries have to pay it, and how much they’ll pay, is based on the value of your estate. Your estate’s…
Jen Paice
September 13, 2021
Budgeting & Financial habits

Inflation matters

Guarding against rising inflation eating away at your investments Understanding inflation is an important factor when it comes to investing and your financial success. If you don’t factor inflation in when deciding where to put your money – whether that’s savings accounts or investing – you could find your wealth shrinks over the years. As the post-pandemic recovery takes hold,…
September 7, 2021
Savings & Investments

No Such Thing as a ‘No-Risk’ Investment

Knowing how much risk you are comfortable taking is key. All investments carry some degree of risk. When you invest, you make choices about what to do with your financial assets. Risk is any uncertainty with respect to your investments that has the potential to negatively affect your financial welfare.   If you understand the risks associated with investing and…
August 23, 2021
FamilySavings & Investments

Creating Wealth for Children

Investing isn’t just a luxury reserved for adults. Saving for a child today is a wonderful gift for their future. Whether you want to help them buy their first car, contribute to their first home or even set them up for a comfortable retirement, there is little more fulfilling than providing financial security for your children or grandchildren.   It’s…
August 16, 2021

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