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...17 Oct 2019 | Business Owners, Farming & agriculture, Wealth Planning
Business Protection Assurance is a type of insurance that helps protect a business against possible financial losses when a terminal or critical illness or death affects the owners or their employees. By including this in your business plans, you can help your...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...