It can be quite a controversial topic! / The State Pension
09 May 2024The State Pension remains a topical subject, from the ability to top it up where shortfalls exist, to the real advantages of the ‘triple lock’
The State Pension remains a topical subject, from the ability to top it up where shortfalls exist, to the real advantages of the ‘triple lock’
There have been many articles written on the possible transfer of wealth in the UK to younger generations. This may prove to be the case over time, although there might be other issues, such as long-term care costs, that may slow or reduce any planned gifting.
Markets, and market conditions change over time and having a house view, prepared and reviewed by our Investment Committee on a regular basis, is important to allow us to provide clients with advice and guidance when making investment decisions.
Happy new tax year for Saturday 06 April 2024!
With Easter falling early this year, we hope that you enjoy the long weekend where you can.
Although the HMRC Lifetime Allowance (LTA) has been ‘abolished’ in the new tax year 2024/2025, there are still some significant restrictions that have carried over.
Annual Budget announcements are often not exciting, or indeed interesting to some.
Inheritance tax applied to an estate is usually an emotive topic.
Contracting out of SERPs was introduced in the late 80’s (1988) and was popular for many years, with this option ending in April 2016.
The issue of providing for the potential need for long-term care, whilst also looking at ways to reduce the effects of inheritance tax.