A Will is the First Step
Planning your finances in advance should help you ensure that when you die, everything you own goes where you want it to. Making a Will is the first step in ensuring that your estate is shared out exactly as you …
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Taking Preventative Action Against Inheritance Tax
Reducing your beneficiaries’ potential Inheritance Tax bill – or mitigating it out altogether
With careful planning and professional financial advice, it is possible to take preventative action to either reduce your beneficiaries’ potential Inheritance Tax bill or mitigate it …
Inheritance Tax Checklist
Start planning today to spare your family from a potential Inheritance Tax bill tomorrow. Here is your Inheritance Tax Checklist:
- The main ways to avoid Inheritance Tax are to spend your money while you are alive or give it away.
Unlocking the New Pension Landscape
On 6 April this year, ‘pensions freedom day’, the pension landscape changed forever. From this date for the first time ever, individuals were given complete control over all the money in their ‘defined contribution’ retirement savings plans, whether large or …
How long will your pension income last?
ACCORDING TO NEW RESEARCH conducted by YouGov and Old Mutual Wealth, nearly half (48%) of those approaching retirement (aged 55-64) do not know how long their pension income will last. With pension providers reporting demand for flexible withdrawals, there is …