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Predicting
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Tax planning

Our educational hub explores topics across the landscape of wealth management and financial planning.

Financial planning for a prosperous long-term future

With so many political and economic uncertainties currently affecting all of us, the importance of planning ahead financially has never been more relevant.

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What to do before April 2018: your essential six point checklist

The countdown to the new tax year on 6 April may not have the glamour or the fireworks of 31 December; however, the repercussions of how well you plan in this period could impact how much tax you pay in years to come.

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Covering the cost of care homes

End-of-life care costs can see a lifetime’s accumulated wealth whittled away in just a few years. And with 35% of British workers currently believing they will never be able to afford to live in a care home, putting a financial plan in place has never been more important.

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How do prenuptial agreements work?
13 July 2017 in Tax planning, Wealth planning

Pre and post nuptial agreements have become a  practical way for savvy couples to agree what would happen to their assets, if they separated.

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Inheritance tax (IHT) planning top tips: how does inheritance tax planning work?

The issue of inheritance tax planning will always be controversial. This is largely because it’s a secondary tax on accumulated wealth that has already been subject to tax, or even an inheritance that has already been subject to IHT.

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Keeping informed about IHT – basic facts about inheritance tax you should know

At the beginning of 2016, the number of UK families paying inheritance tax (IHT) was at a 35-year high, as rising house prices pushed the value of family assets above the tax threshold. What does this mean to you and your family?

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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