A very tax-efficient solution for passing on your wealth Passing wealth through the family, for most, is an important part of their estate preservation planning process. Pension funds are typically free of Inheritance Tax provided the scheme trustees/administrator has discretion over the payment of death benefits. Passing on your wealth As well as supporting you…
Read more
17% increase in suspicious or scam-related activity Any of us can fall victim to a scam. Scams are increasingly common and many people are caught out. They can be very distressing, and the impact is often emotional as well as financial. If you’ve been the victim of a scam, remember that you’re not alone. Increasingly,…
Read more
The following is an extract from Truly Independent Founder, Andrew Goodwin’s new book “Work to Wealth” Stripping everything back to the basic principles, I first want to give you a gift: a better reason to work. By creating simple and achievable financial goals, you will leap out of bed in the morning eager to earn.…
Read more
All of our June financial guidance factsheets are available to download below. Each one focuses on a different financial aspect to help guide you when setting and reaching your financial goals. If there is anything you are unsure about, or would like further information, all of our independent financial advisers offer a free initial consultation…
Read more
The following is an extract from Truly Independent Founder, Andrew Goodwin’s new book “Work to Wealth” Who should read this book? While this book is for everyone, I’d like young people to read it because they often have a skewed perception of work and earnings, particularly school sixth-formers and college students since the earlier…
Read more
The following is an extract from Truly Independent Founder, Andrew Goodwin’s new book “Work to Wealth” If you compare yourself to those ostensibly wealthier than you, you may never truly achieve. If you compare yourself to those ostensibly poorer than you, you may never truly progress. Comparison will keep you within these boundaries, in walled…
Read more
30 million parents want to leave wealth in their will. Millions of Britons say they want to plan to pass on wealth to their children and grandchildren in a Will – but fewer than half have written one, according to new research. Failing to plan to write a Will or complete estate planning could potentially…
Read more
Welcome to our latest edition. Are you fed up with your nine-to-five? There are many factors that can influence when someone decides to retire. For some, it may be based on health reasons, while others may want to take advantage of government benefits or simply enjoy a more relaxed lifestyle. However, one of the most…
Read more
Increased confidence portfolios will perform well in 2022 In 2021, there was a return to some form of normality across a vast majority of regions following successful vaccine roll-outs around the globe. But will the economic rebound continue in 2022, or be stymied by rising energy prices, higher inflation and further continued uncertainty brought about…
Read more
Questions to help you live your best life in later life The question, ‘Have I saved enough to retire?’ is a difficult one. It requires a lot of information about you, your family, your income needs in retirement, and an understanding of the various financial vehicles available for saving and investing before it can be…
Read more
Why now is the time to make sure you protect your wealth. The word ‘inflation’ had barely featured in the markets vocabulary in the last three decades until it suddenly started to come back with a vengeance in 2021. As higher inflation looks set to persist in 2022, finding ways to generate a return on…
Read more
Follow us