January 2015

19
Jan

New Year – Why A Review Could Be More Important Than Ever

January for many is a time to think about the year ahead and I was reminded recently why this is so important. Reviews are often about making sure that you and your financial arrangements are well placed for what lies ahead. This is sometimes about making the most of forthcoming opportunities but I wonder whether this year is about making

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11
Jan

Do You Know What Your Financial Future Looks Like?

The sooner you start to think about your retirement, the easier it is to start planning for it. The well publicised increase to flexibility in terms of how you ‘spend’ your pension pot will mean for many a need to get a better understanding of their financial future. In the past one way of releasing income from your pension was

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5
Jan

Inheritance Tax – On The Agenda For The Election?

I’ve helped several clients with Inheritance Tax planning over the past year and 2015 will be no different. The Office of Budget Responsibility predicts it may affect 1 in 10 estates by 2019. It is considered by many to be an unjust tax and it is not just the wealthy that are affected by it. Property price inflation and the

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