31 Jan 2020 | ISAs/ Savings, Tax, Tax Planning, Wealth Planning
If you are a higher rate taxpayer and have not carefully developed a tax planning strategy, then you run the risk of missing out on key tax allowances and paying more in taxes than you need. To start with, it’s important to look at how you might be able to minimise...25 Nov 2019 | Christmas, ISAs/ Savings, Wealth Planning
As a parent, guardian or grandparent, you’ll want to provide the best future for your children or grandchildren that you can. Christmas and birthdays are an excellent time to encourage children to start thinking about the value of money. Many children have hundreds of...21 Mar 2019 | ISAs/ Savings
Each tax year, from the age of 16 we are each given an annual Individual Savings Account (ISA) allowance. The ISA limit for 2019/2020 is £20,000, and anyone wishing to utilise their allowance should do so before the deadline at midnight on 5 April 2020. The date marks...09 Jan 2019 | ISAs/ Savings, Pensions, Tax Planning, Wealth Planning
Have you ever thought about starting a pension for your children? It’s a tax-efficient way to pass on wealth and you could make them adult millionaires by starting a pension pot when they are born. Children born this year could be millionaires at retirement age...09 Jan 2019 | ISAs/ Savings
The end of the tax year on 5 April is fast approaching, so make sure you’ve made the most of your annual allowances before it’s too late.Every tax year, we each have an annual ISA allowance. If you don’t take full advantage of using all or part of it...