February 2021
There is a lot of hearsay about how much money you can pass to your children without causing an inheritance tax headache, but in reality it is easier than you may be led to believe. First, you need to check if there’s even an issue with Inheritance Tax. Each person can have an estate of...
Read More
Inheritance tax can appear to be fairly simple in the way it is calculated; you add up the value of the taxable estate, take off the available nil rate bands, and then multiply by 40% to give you the tax. But all is not what it seems, and this can be much more complicated than...
Read More
Good question. And the answer can be different for each person, but here are few tips: Keep some: it is best to have some savings for emergencies, and it also helps smooth your expenditure if you make adhoc large payments for holidays, insurances etc. Spend some: if there is anything you would like to buy...
Read More


We have been operating in the financial sector for ?? years and our friendly, caring and experienced team provide valuable financial advice on a range of financial matters, from Investments and Pensions to Mortgage and Healthcare plus everything in between.


Recent Comments