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Inheritance Tax
Passing assets tax-efficiently to the next generation
Making provision for your loved ones after you have gone is an essential part of managing your estate and assets. Death and taxes can’t be avoided, but with careful planning you can pass on your assets to your loved ones so that they can benefit from them in the most tax-efficient way.
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Top 4 tips for good tax planning
What should I consider before the end of this tax year?
The end of the 2019/20 tax year is fast approaching, and there are a number of valuable allowances and reliefs that will be lost if they are not used before the deadline.
Planning ahead for the financial future you want
Planning for retirement can be both exciting and daunting. It’s essential to structure your affairs to make sure you have enough money when you eventually retire. To give your pension pot a boost, one option to consider if your pension savings are more than your annual allowance is to take advantage of the ‘carry forward’ rules for unused annual allowances from previous years and still receive tax relief.
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Portfolio diversification
Don’t put all your eggs in one basket
Portfolio diversification is the foundational concept of investing. It’s a risk management strategy of combining a variety of assets to reduce the overall risk of an investment portfolio.
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Preserving your legacy
How to keep your wealth in the family
Are you worried about leaving an inheritance to your loved ones and then having them pay tax on your legacy? No one likes to think about a time when they won’t be here, but unfortunately the reality is that some people aren’t prepared financially.
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Planning for tomorrow
Will my retirement income be enough to live ON comfortably?
The questions our clients almost always ask us are: ‘Will I be able to retire when I want to? Will I run out of money? How can I guarantee the kind of retirement I want?’
Dividing this asset is of vital importance to avoid pension poverty
Divorce is an emotional and stressful period for those who have to go through it. However, it’s important that people realise that a pension is a valuable asset when considering how they split their money.
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Retirement options
£19m released each day since pension freedoms launch
In his 2015 Spring Budget, then-chancellor George Osborne introduced sweeping changes to the way that pensions are taxed. The new pension freedom rules have led to the over-55s being faced with a variety of different choices when taking and investing their nest eggs.
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