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Financial News Investment
May 2018
Protecting your estate for future generations
Financial News Investment
May 2018
Many individuals find the Inheritance Tax rules too complicated If you struggle to navigate the UK’s Inheritance Tax regime, you are not alone. Whether you are setting up your estate planning or sorting out the estate of a departed family member, the system can be hard to follow. Getting your planning wrong could also mean your family is faced with an unexpectedly high Inheritance Tax bill. Read full article
Financial News
May 2018
2018/19 tax changes
Financial News
May 2018
New initiatives you need to know It’s important to consider the tax implications of making financial decisions. The 2018/19 tax year is now upon us, and a raft of new changes have come into force. The good news is that the overall tax burden is little changed for basic-rate taxpayers, but there are number of areas that have changed that should be taken note of. Read full article
Financial News
May 2018
Generous grandparents
Financial News
May 2018
The bank that likes to say ‘yes’ Forget the Lamborghini – 2.4 million UK grandparents[1] have either raided their pension to support their grandchildren or plan to in the future. According to research from LV=, a quarter of generous grandparents (25%) who have already given away money to their grandchildren[2] have taken the funds from their pension. A further one in six (16%) plan to use their pension for this reason once they reach retirement age. Read full article
Financial News Investment
May 2018
Art of bond investing
Financial News Investment
May 2018
Portfolio balancing, negating stock market volatility and lowering risk Bonds have historically been an alternative way to balance a portfolio and negate stock market volatility, and they are treated as lower risk. The art of investing is all about mixing assets to build a portfolio aligned to your investment outlook and attitude to risk, with shares and bonds as primary components. For investors, bonds can provide a stream of returns. Read full article
Financial News
May 2018
Protection matters
Financial News
May 2018
Families face a precarious situation if the worst were to happen Everyone’s circumstances are different, but most people start to think about cover to help protect their family financially once they have children. But research from Scottish Widows[1] reveals that 60% of women in the UK with dependent children have no life cover, leaving their families in a precarious situation if the worst were to happen. Read full article