How to maximise the IHT Annual Exemption to Gift £9,000 (or £18,000 for a couple): A Step-by-Step Guide

It was announced today (after much speculation) that some new measures would be brought in as part of the new care funding solution for...

Many workplace pensions, and indeed personal pensions, set up over the years have included an option commonly referred to as...

As anyone who has ever tried to use a Lasting Power of Attorney (LPA) will know, it can be a painful process. Invoking an LPA to,...

Since 2016, individuals with income in excess of £110,000 have been subject to a piece of (in my view) bonkers legislation known as the...

I wrote in my recent article that "Successful long-term investors are continuously acting on a Plan, rather than continually reacting to...

When thinking about the future, considering the time when you’ll no longer be working and will instead be relying on your own resources,...

Consider the following two guys. Dean and Dan. Both age 25 they have studied together at uni and are now entering the world of work. Dean...

Each year the State Pension increases by the greater of CPI inflation, average wage growth or 2.5%. This is the so called “Triple Lock”,...

When we speak to people who have money to invest, often their first thought is to buy a property to let. Purchasing property as an...

The State Pension is a great benefit that most people qualify for in some way, and it can make an enormous different to income...

The start of the new tax year saw further tax changes for landlords, with the amount of mortgage interest that can be offset against...

I was very interested to hear in a recent Forward Planning meeting with my clients Jeremy and Maria Heffer, about a new business venture...

Financial advice has long been about planning for the future, often aiming for one single event; retirement. Focussing on your savings,...

There are many reasons why people who could retire are hesitant to do so. Some people think they need to wait until they’re 65 or older....