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Financial Planning

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Financial adviser in Newark going over his diary for the day with a coffee
Financial Planning
October 1, 2019

Six Crucial Inheritance Tax Numbers to Remember 3>

Inheritance Tax has many intricacies which can make preparing your estate on your own quite difficult. Frankly, the best way to secure peace of mind and ensure you do not inadvertently step into an “inheritance…
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Financial Planning
September 2, 2019

Six Steps towards Wealth Preservation 3>

After a long and successful career, it is understandable for many people to want to safeguard the wealth they have carefully accumulated. Not only does this help enable you to achieve the lifestyle you want…
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Children playing with stones near the water
Financial Planning
August 8, 2019

Can I Cover My Inheritance Tax with an Insurance Policy? 3>

It is commonly said that inheritance tax (IHT) is the tax that everyone loves to hate. So it is hardly surprising to see families across the country speaking to financial advisers about tactics to reduce…
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A financial adviser in Lincoln welcomes a new team member
Financial Planning
July 12, 2019

4 Tips to Cut Your Capital Gains Tax 3>

When you sell something at a profit (e.g. company shares), then chances are you will need to factor in a capital gains tax (CGT) on that profit. In the UK there are two main types…
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Financial Planning
June 14, 2019

What should a complete financial plan look like? 3>

Most of us are aware that there are areas of our finances which need sorting out. We think about the credit card debt which needs settling, or the pension we haven’t started yet. Ideally, it…
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Financial Planning
May 31, 2019

Are you walking into an inheritance tax trap? 3>

As house prices have risen and inflation has gone up, it is estimated that as many as 800,000 UK homes have now surpassed the value of £1m in 2019. That might sound like purely good…
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Nottingham IFA walks with a grand child through a garden
Financial Planning
April 23, 2019

How to Get Your Estate in Order for Your Family 3>

It is never too early to start planning for the long-term future. This is especially true when it comes to planning your estate. Although it isn’t nice to think about our death, it can actually…
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Financial Planning
April 11, 2019

So many financial planners – which should you choose? 3>

There are generally two steps people go through when it comes to financial advice. First, they ask themselves whether they need a financial planner or adviser. Once they realise that they do, however, next comes…
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Big Ben in London
Financial Planning
January 28, 2019

Financial Highlights to Watch 2019 3>

A happy new year to you for 2019! As the topic of Brexit increasingly dominates the headlines, our clients are increasingly (and understandably) turning to our financial advisers for reassurance and advice about how to…
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IFA in Lincoln talks about inheritance tax
Financial Planning
November 8, 2018

Just had a big Inheritance? Here’s what you could do with it 3>

Receiving an inheritance is often a strange time, emotionally. On the one hand, there’s the thrill of a big windfall. On the other, is likely a sense of grief and guilt over how it arrived…
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