by ross | Jul 16, 2024 | Uncategorised
Investing a lump sum Received an inheritance, windfall, or proceeds from a business or property sale? But what next? Receiving a lump sum of money, whether from an inheritance, windfall, or proceeds from a business or property sale, can be exciting and overwhelming....
by ross | Jul 16, 2024 | Uncategorised
Ways to reduce a Capital Gains Tax liability How will you ensure more of your money will go towards your future? From using your annual exemption to saving in an Individual Savings Account (ISA), we look at ways to reduce a Capital Gains Tax (CGT) liability...
by ross | Jul 16, 2024 | Uncategorised
Financial protection Ensuring a secure future for you and your loved ones Nobody wants to consider what would happen if they became too ill to support their family financially. Financial protection is essential to creating peace of mind for your loved ones, but...
by ross | Jul 16, 2024 | Uncategorised
Placing assets into a Trust Ensuring your legacy is managed according to your wishes long into the future Trusts are a powerful tool for estate planning, providing flexibility and control over asset distribution. Properly structured, they can address various scenarios...
by ross | Jul 16, 2024 | Uncategorised
Britain’s biggest pension taxpayers How to make sure you avoid becoming one Since 2015, individuals over the age of 55 with defined contribution (DC) pension pots have enjoyed full freedom to decide how to manage their pensions; purchasing an annuity (a guaranteed...
by ross | Jul 16, 2024 | Uncategorised
How much do I need to save for retirement? Ensure your money works effectively to enjoy retirement on your own terms How you invest in your 50s could significantly impact your quality of life in retirement. While there is still time to increase your retirement...
