News and Articles

5 ideas to cut your capital gains tax bill

By | Taxation | No Comments
With the recent Autumn Statement announcing a cut in the capital gains tax (CGT) allowance in April 2023 and April 2024, many investors are looking for legitimate ways to reduce a needless tax bill. Fortunately,…

How to avoid the “sideways disinheritance trap”

By | Financial Planning | No Comments
Disinheritance (whether accidental or deliberate) can come as a nasty shock. Yet it is growing more common, especially in today’s world of non-traditional families. “Sideways disinheritance” typically refers to when a child is left out…

What is the best way to invest 100k for income?

By | Investments | No Comments
Investing a large sum of money can be very rewarding, but also highly complex. Which assets do you choose and what should be the balance between them? Another key question is whether you want to…

Returning to the workforce: a short guide for retirees

By | Retirement | No Comments
With the cost of living crisis biting into people’s incomes in 2022, it is understandable that many currently in retirement are looking to go back into the workforce. Others may wish to re-enter the world…
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