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Soaring housing costs hit millennials
People aged 20-30 – the 'millennials '- are devoting 23 per cent of their income to housing costs, reports the BBC. This compares with...Read more >
23 Oct 2017
More caught by lifetime pension allowance
Many more people are being caught by the 'lifetime allowance' for pensions, says the Telegraph. It has been reduced in stages from £1....Read more >
20 Oct 2017
Student debt: who won't repay?
The amount of a student loan that someone repays can be predicted from the profession they enter, says the Telegraph. A graduate entering in...Read more >
19 Oct 2017
18% of people aged 50 or over have been targeted by potential scammers
According to research by Retirement Advantage, 1.8 million people have been offered unsolicited free pensions advice or investment opportuni...Read more >
10 Aug 2017
Where to turn when you need financial advice and more... An interview with Glen Callow
Getting good quality, independent financial advice has never been more important. With complex tax, legal and regulatory changes it is nigh ...Read more >
27 May 2016
"Inheritance Tax is, broadly speaking, a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue." Roy Jenkins, Commons debate in 1986.
The above comment refers directly to the fact that if you give your assets away, retain no benefit from either capital or income and survive 7 years, then you can effectively reduce your estate chargeable to Inheritance Tax to zero.
For many this may be unpalatable for a number of reasons:
- You may prefer / need access to your capital
- You may be dependent on the income it produces
- Perhaps you feel your beneficiaries are not in a position to receive a large sum
- Perhaps you are concerned about what might happen if your beneficiaries get divorced? Will the asset be effectively 'halved'?
We have a comprehensive range of solutions which cater for varying circumstances.
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