All Archives - Page 13 of 18

Is IHT change on the cards?

August 11, 2021

It’s been three years since then-Chancellor Philip Hammond asked the Office of Tax Simplification to look into potential amendments to the Inheritance Tax (IHT) regime*. Since then, no changes have been made to the tax incurred when wealth passes onto the next generation; could Rishi [...]

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Probate delayed by ‘hidden assets’

August 4, 2021

Probate software specialist Exizent has published its first Bereavement Index*, with some interesting findings. It shows that many people fail to organise their finances before death, leading to stress and anxiety for those left dealing with a ‘financial mess’. According to the research, one in [...]

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Thinking of privately educating your child?

July 27, 2021

Private school fees have once again increased this year, with an average termly fee of £12,000 (£36,000 per year) for boarding schools and £5,064 (£15,191 per year) for day pupils*. A lifetime endeavour As data from the Independent Schools Council shows, sending your child to [...]

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Pension savers enticed by ‘risky’ investments

July 20, 2021

At a time where it is becoming harder to save up adequate sums for retirement, a new study shows that the UK’s low interest rate environment is causing retirees to turn to riskier pension and investment products which could potentially lose them a significant sum. [...]

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Warm outside? Don’t forget about the LTA freeze

July 14, 2021

Summer, freedom and (hopefully) sunshine are all well on the way, but not planning for the Lifetime Allowance (LTA) freeze could cast a cloud over your finances. For the next five years (until April 2026), the pension LTA will be held at its current level [...]

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Have you updated your pension expression of wishes?

June 17, 2021

If not, now is the time! Essentially, an expression of wishes allows you to designate one or more beneficiaries whom you would like to inherit your pension. While many people draw up an expression of wishes when they first open their pension, many forget that [...]

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Stay vigilant so it doesn’t happen to you

May 25, 2021

Scams are still happening to many people. It can be tempting to think, “it won’t happen to me” but think again and stay vigilant! In the year to September 2020, Action Fraud received over 17,000 reports of investment fraud, totalling £657.4m in losses, up by [...]

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Don’t overdo pension drawdown

May 17, 2021

With more than half of people in drawdown unaware they can vary their income or stop it altogether¹, concerns have been raised that many are draining their retirement savings far too fast. Financial Conduct Authority data shows that the number of pension plans fully withdrawn [...]

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Vaccine sparks optimism among investors

May 14, 2021

Spring has arrived and, for the first time in what feels like a long while, hope is in the air – and we are all certainly in need of it. Positively for investors, the signs are looking increasingly optimistic, with belief growing that we are [...]

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Outlook for 2021

February 15, 2021

After perhaps the most extraordinary year that any of us has experienced, the outlook for the coming year is more than usually opaque. We are usually able to draw on established valuation metrics and historic parallels to provide a basis on which to form opinions [...]

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