Have you thought about how you’ll pass wealth on to those who are important to you? Traditionally, this has been done through inheritance, but it’s becoming more common to gift…
As a Pension on Divorce Expert (PODE) we’re perfectly placed to assist your divorcing clients when it comes to sharing pension assets. Indeed, you may have recently read our three-part…
If it sometimes feels like you simply pay more and more tax year on year – well, you might be right. New research from HM Revenue and Customs (HMRC), published…
Your clients will often have complex needs. Whether they are a business owner, are managing an inheritance, or going through a divorce they will have individual and specific financial issues…
When stock markets fall, your instinct may be to sell. It’s a perfectly understandable human reaction – after all, no one wants to lose their money. However, how do you…
According to research from the Office for National Statistics (ONS), divorce, and divorce among couples in later life, is increasing in the UK. If clients get divorced in later life…
For more than 300 years, estates in the UK have faced some sort of tax. Modern Inheritance Tax (IHT) dates back to 1894 when the government introduced a death duty…
In recent months you may have read our series about pensions and divorce: Part 1: Before the decree absolute Part 2: After the decree absolute – what’s next? In this…
In recent years, it’s likely that you’ve made changes to your lifestyle to become more eco-friendly. From taking out the recycling to driving a hybrid or electric car, there are…
Running your business takes a lot of work at the best of times. Yet despite how much effort business owners are putting in, a survey of 500 business owners by…
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