by Richard Edwards | Mar 23, 2021 | Uncategorised
Reduce your Inheritance Tax bill 10 ways to protect your estate for your loved ones Even those who believe they have moderate wealth levels may still need to take action to minimise Inheritance Tax, particularly if they own property and have savings and investments....
by Richard Edwards | Mar 23, 2021 | Uncategorised
Pension options Planning your financial future, and how to get there One thing retirement is not, is an age. Not any more anyway. Gone are the days of being told to stop working one day and pick up your State Pension the next. Today you have new pension freedoms to...
by Richard Edwards | Mar 23, 2021 | Uncategorised
Responsible investing Invest today. Change tomorrow Responsible, sustainable and environmentally friendly investing is here to stay. But, while demand is growing among all age groups, genders and income bands, some savers and investors are missing their biggest...
by Richard Edwards | Mar 23, 2021 | Uncategorised
Tax planning reimagined Identifying the best options to preserve your wealth No one likes to pay tax on their hard-earned money. But due to the complexities of the tax system, without expert professional financial advice, some individuals could be paying more tax than...
by Richard Edwards | Mar 23, 2021 | Uncategorised
Inflation beaters How to ensure your money is protected from rising inflation With current interest rates on cash savings very low, it is difficult to achieve growth above the rate of inflation. And if the cost of living is rising faster than your savings are growing,...
by Richard Edwards | Mar 23, 2021 | Uncategorised
ISA deadline 5 April 2021: use it or lose it Make the most of the tax breaks before it’s too late If you hold a Cash Individual Savings Account (ISA) you may be dissatisfied with the low rates of interest you receive, which could make it difficult to grow your money...
