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A Financial Advisor’s Perspective for Choosing the Best Pension
For many of us, the prospect of retirement brings a mix of excitement and apprehension — it’s a big life change and it requires well-thought-out financial planning. And choosing the right pension scheme is a key factor in your retirement plans. The decision might seem...
New Tax Year Planning Pt. 2
In our second post about tax planning ahead of the new tax year, we look at income sharing,...
New Tax Year Planning Pt. 1
In the first of two posts about tax planning, ahead of the new tax year, we look at how you can...
Tax Planning for Spouses
Capital As mentioned in a separate article in our January 2019 Professional Newsletter, as...
CGT Planning
More and more clients need to do some Capital Gains Tax planning (CGT) as investment valuations...
Why Accountants should do Tax Planning
As an accountant myself, I know that many accountants don’t want to stray into the financial...
Why MAP use investment funds?
Some people over the years have asked us why we don’t use shares when we invest money for clients,...
October 2018 Budget
I know that when it comes to Budget time, I sit very close to the radio and try to gather as much...
How long will your pension last?
From April 2015 when the then Chancellor George Osborne changed the rules and brought in pension...
Global Fund Markets
At the beginning of October, the tariffs Mr Trump hit China with finally had their effect on fund...
IHT Planning Case Study
We always talk about IHT planning and what we can do for clients, but sometimes it is difficult to...
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