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Gen O struggling to save

 January 3, 2017
The ‘Ostrich Generation’, or Gen O for short (16-34 year olds), have got their heads in the sand when it comes to how they choose to spend and especially save their money. A recent survey1 revealed that over half of Gen O regularly treat themselves [...]
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IHT planning for couples

 January 3, 2017
From 6 April 2017, there is an important change to Inheritance Tax (IHT) that families need to be aware of so that they can plan their wealth effectively for the future. This change is often referred to as the ‘family home allowance’ but is more [...]
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Pension scams- More stolen than first thought

 January 3, 2017
Pension scams have been in the spotlight since new freedoms have provided an attractive target for fraudsters. Scammers are becoming increasingly sophisticated, frequently targeting potential victims through emails, online banking systems, text messages and online transactions. Recently hackers stole money from 9,000 Tesco Bank current [...]
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Sustainable Income Levels

 October 26, 2016
A frequent question from investors is “What is a reasonable level of income to expect from my investments bearing in mind inflation?” It has never been an easy one to answer because all predictions of future market behaviour are necessarily uncertain, even over the medium/long [...]
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Residential Nil Rate Band

 August 18, 2016
MANAGING THE TAPER FOR ESTATES ABOVE £2 MILLION This new allowance for Inheritance Tax is not due to come into effect until April 2017 but it will be a valuable relief, worth up to £140,000 of tax saving for couples after 2020. Needless to say [...]
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