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Tax

Read our articles covering the topic of tax provided by our wealth planning experts and how we can help you. 

When should I start planning for retirement?

We consider the facts and figures, and provide some top tips to help you on your way to a comfortable retirement.

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Top pension tips if you're about to retire

For many people, a pension is their largest source of income in retirement. And traditionally, when you retire, your pension fund would immediately be used to provide a secured income for your lifetime. Although there has been some flexibility around this since the mid-1990s, the ‘Pension Freedoms’ announced in 2015 allowed even more choice but also more complexity.

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What to think about when reviewing your retirement plans

If you’re thinking, ‘But retirement is miles away’ or ‘I haven’t reviewed my pension for a while’ it may be time to consider your options. It’s never too early to start planning ahead or to review your existing pension arrangements.

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The COVID-19 and infrastructure Budget

Our Head of UK Financial Planning gives key takeaways from the 2020 Budget.

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Gifting money to family from excess income can be a useful part of your inheritance tax planning

Benjamin Franklin famously stated that ‘nothing is certain but death and taxes’. While the former is still unavoidable, careful financial planning can substantially reduce the inheritance tax (IHT) on your estate when you die. A useful way to do this is by making gifts – from your capital or from income.

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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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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.