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Archive for October, 2013

Safeguarding your 
income and family wealth

We can help provide significant peace of mind to you and your family What would happen to your family if something were to happen to you or your partner? We all want to protect what’s important to us. And while most people recognise the importance of taking out insurance to cover valuable possessions such as […]

Tax-efficient
investing made easy

Don’t miss out, start reviewing your options now An Individual Savings Account (ISA) is a tax-efficient ‘wrapper’ designed to go around an investment. You’ve got until 5 April 2014 to use your current 2013/14 tax year annual ISA allowance before you lose it forever.

Are you making the 
most of your finances?

Keeping your tax bill to a minimum is not a matter of aggressive or complex tax schemes During this period of austerity, why pay more tax than you need to? Sensible tax planning is an essential tool in making the most of your finances. Keeping your tax bill to a minimum is not a matter […]

Why it pays to be smart when planning your legacy

Ensure your inheritance goes to loved ones and not the taxman Inheritance tax (IHT) is becoming an issue for an increasing number of people in the UK. None of us likes to entertain the thought of our own death and what would happen to our family after such an event. However, a financial plan for […]

What to consider if you are
 approaching your retirement

Make sure you have enough income to provide for your needs in the future Sooner or later we will retire, and the decisions we make today are the ones that will determine the standard of living we will enjoy in the future. If you are approaching your retirement there are some very important choices you […]

Do you have a 
long-term 
investment 
strategy?

Keep focused on your end goals and don’t let market noise sway you The complexity of today’s economic and global conditions, coupled with uncertainty in Europe, North America and China, have combined to create a degree of cautiousness among many investors. A long-term investment strategy could provide you with a clear advantage during uncertain times.

Make writing your will your top 2014 
New Year resolution

Save your loved ones from any additional stress at what is likely to be a very difficult time As much as we might not want to think about it, we are all going to die one day. Most of us know that we should write a will, but most of us never get round to […]

Enjoy the time of your life

Have you given full consideration to your long-term pension investment strategy? Reviewing your 
retirement planning Having a pension today is recognised as just one important step along the path to achieving your dreams once you have stopped working. Now, not only must you carefully consider where you actually invest your pension money and how you […]

UK Trusts, passing assets to beneficiaries

By establishing a trust, you could protect your assets for future generations and protect your family business, in addition to offering charitable and other social benefits.

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