by John Williams | Dec 5, 2024 | Pensions
In this article, we take a look at popular question, often asked by people interested in investing for retirement: ‘Is a SIPP better than a personal pension?’ Whilst this is always a matter of personal choice aligned with your investment goals, this...
by John Williams | Dec 5, 2024 | High Net Worth
While the investment opportunities for high net worth individuals are vast, not all options are created equal. Choosing the right strategy depends on your financial goals, risk tolerance, and long-term objectives. Today’s article explores some of the best investments...
by John Williams | Dec 5, 2024 | Business Owners
As a business owner, some of your key areas of focus are maximising profits managing costs and to-day operations. Reducing and managing tax is another area of focus. This includes Corporation Tax, and personal taxes. But, did you know that pensions are a solid way for...
by John Williams | Dec 5, 2024 | Tax Efficient Investments
What are the best tax efficient investments for higher rate taxpayers? That’s becoming an increasingly popular topic among high earners. By nature, higher rate taxpayers make more than a fair contribution to HMRC’s coffers. As a result, seeking tax efficient...
by John Williams | Dec 3, 2024 | Inheritance
Inheritance tax can make a significant dent in the value of the estate you leave behind. However, understanding the seven year rule in inheritance tax planning can substantially reduce its impact, or even eliminate it altogether. Are you familiar with the seven-year...
by John Williams | Nov 11, 2024 | Uncategorized
As a high-net-worth individual, accumulating wealth and managing taxes are two of your main objectives. And, as we know, inheritance tax is potentially one of the biggest tax burdens. As a result, there are many inheritance tax planning considerations for high net...
by John Williams | Oct 30, 2024 | The Budget
Chancellor Rachel Reeves presented Labour’s first Budget since 2010, focusing on notable tax increases to support public services and stabilise the economy. This Budget introduces significant updates targeting wealth accumulation and estate transfers, leading to...
by John Williams | Jun 15, 2024 | Inheritance
Inheritance tax in the UK can significantly reduce the estate you leave to your loved ones. Many people face this concern as they plan their financial legacy. However, there is a tool that can help: using life insurance to avoid inheritance tax. This method involves...
by John Williams | Jun 3, 2024 | Inheritance
If you are concerned about the potential impact of inheritance tax (IHT) on your estate, read this guide covering ten different ways to avoid it entirely. An unexpected or unplanned IHT bill could impact your estate and the financial value of your assets you leave...
by John Williams | Mar 15, 2024 | Financial Planning Tips
If you want to learn more about this topic, you’ve landed in the right place. In today’s article, we provide insights into financial planning, setting goals, the role of a financial planner, and how to find a good one. We have broken this guide into...
