Our aim is to keep clients fully informed of the latest developments within global markets as well as providing articles on personal finance, investments, savings and pensions.
To go straight to our latest Independent News magazine, previous articles, or guides for our clients, check out the sections on the left.
June 7, 2018
The amount paid in inheritance tax (IHT) reached a record high last year, with over £5.2bn being paid. Yet whilst death and taxes are inevitable, IHT has been called the ‘avoidable tax’ or the ‘voluntary tax’ as with some careful inheritance tax planning there are many ways to avoid it or at least reduce it significantly.
April 20, 2018
The FTSE100 reached a new all-time high of 7778.64 on 12 January this year. In the three months since then, we have seen the index drop at one point by almost 9% to just below 7000, although it has recovered a bit since then, closing last night up a tad at 7328.92.
March 3, 2018
With the end of the tax year just over a month away, it’s time once again to consider any last minute tax and pension planning, to make sure you utilise the tax breaks available to you. Here’s just a few ideas and options, some of which may be appropriate for you.
February 16, 2018
The increasing popularity of equity release as part of the retirement planning mix was demonstrated in 2017, which saw new records set in the equity release market.
February 6, 2018
The last few days have seen markets fall around the world, prompting some to consider whether this is finally the end of the current long bull run. Sudden sell-offs can cause consternation amongst investors, so what is the best way to deal with a stock market correction?
The European Union has gone ahead with retaliatory duties against $2.8bn worth of US-made products.
The European planemaker says no-deal Brexit would force it to reconsider its investments in the UK.