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Wealth and Tax Management
Financial Planning: Retirment, wills and probate, trust funds, lasting powers of attorney, inheritance tax, asset management, money forecast
Latest Updates
HOW TO MAXIMISE YOUR PENSION CONTRIBUTIONS WHEN ON A LOW SALARY
I was chatting to a successful business owner recently who […]
WORKPLACE PENSION OR SELF INVESTED PERSONAL PENSION WHICH IS BEST FOR YOU?
I have often been asked by clients whether it is […]
WHY INFLATION IS THE BIGGEST THREAT TO YOUR WEALTH
Inflation is a topic that, over the years, has been […]
WHY BUYING A RETIREMENT ANNUITY MAKES NO FINANCIAL SENSE (MOST OF THE TIME)
After many years in the doldrums suddenly retirement annuities are […]
MAXIMISE YOUR TAX EFFICIENT INVESTMENTS THIS TAX YEAR
With the tax year end approaching fast have you maximised your […]
HOW TO SUPERCHARGE YOUR TAX SAVINGS USING THE COMBINATION OF A VCT, ISA AND PENSION
A Venture Capital Trust (VCT) is a super tax-efficient investment […]
TWELVE REASONS TO BOOST YOUR PENSIONS BEFORE 5TH APRIL
Pension funding has always presented an opportunity to make the […]
WHY THE UK IS ONE OF THE HIGHEST TAXED COUNTRIES IN THE WORLD AND WHAT TO DO ABOUT IT
The UK has long been considered one of the highest […]
SHOULD INVESTORS INCLUDE GOLD, BITCOIN AND RESIDENTIAL PROPERTY IN A DIVERSIFIED INVESTMENT PORTFOLIO?
For as long as I can remember financial advisers have […]
WHY YOU SHOULD NOT FEAR INVESTING IN STOCKS AND SHARES
“Investing should be more like watching paint dry or watching […]
NAVIGATING THE WORLD OF CURRENCY: FIAT MONEY VS. GOLD AND BITCOIN
In the grand theatre of global economics, money plays the […]
HOW TO KEEP TO YOUR NEW YEAR FINANCIAL RESOLUTIONS
Ever made a New Year Resolution and not kept to […]
HOW DO BANKS CREATE MONEY?
UNVEILING THE MYSTERY IN A FRIENDLY, EASY-TO-UNDERSTAND WAY Hello there! […]
HOW TO SAVE INHERITANCE TAX USING BUSINESS RELIEF
One of the simplest ways to save Inheritance Tax is […]
WHY INVESTING IN SHARES IS THE BEST LONG TERM INVESTMENT STRATEGY BAR NONE
In the vast world of investment opportunities, there is one […]
UNLOCKING THE GREEN POTENTIAL: FORESTRY INVESTMENT IN THE UK
Introduction As sustainability and environmental consciousness continue to gain momentum, […]
UNEARTH HIDDEN TREASURES: WHAT COLLECTIBLES TO INVEST IN
In a world dominated by fast-paced financial markets and digital […]
THE BENEFITS OF SALARY SACRIFICE ELECTRIC CAR SCHEMES
The UK’s journey towards a greener future has taken a […]
IS SEASTEADING THE ULTIMATE LIBERTARIAN’S TAX HAVEN
I don’t know about you but I have never known […]
HOW TO TURN YOUR STATE PENSION INTO A QUARTER OF A MILLION POUNDS INHERITANCE TAX-FREE
There is a famous saying “If something sounds too good […]
SHOULD YOU DEFER YOUR STATE PENSION IN THE UK?
Retirement planning can be a complex puzzle, and one […]
WHY TAXES WILL RISE SUBSTANTIALLY IN THE UK AND WHAT TO DO ABOUT IT
The government has borrowed record amounts of money during the […]
TAMING THE INVESTMENT ROLLER COASTER: YOUR GUIDE TO STEADY RETURNS
Investing doesn’t have to feel like a thrilling yet terrifying […]
WHY INHERITANCE TAX PLANNING IS SO IMPORTANT
Ah, the grand old tradition of passing down treasures to […]
THE RISING BURDEN: UNVEILING THE HIGH COST OF INDIRECT TAXES IN THE UK
It’s no secret that taxes play a significant role in […]
HOW TO SAVE INHERITANCE TAX USING BUSINESS RELIEF
One of the simplest ways to save Inheritance Tax is […]
WHY INVESTING IN SHARES IS THE BEST LONG TERM INVESTMENT STRATEGY BAR NONE
In the vast world of investment opportunities, there is one […]
How to significantly boost your pension using DB SSAS
ARE YOU A business owner or a business executive asks Tony […]
Judging the Milton Keynes and Bucks SME business awards
Following the completion of all the entries for the Milton […]
UNLOCKING THE GREEN POTENTIAL: FORESTRY INVESTMENT IN THE UK
Introduction As sustainability and environmental consciousness continue to gain momentum, […]
TEN THINGS TO MAKE YOUR WILL AS STRONG AS POSSIBLE
In this week’s blog, I have unashamedly re-produced Stephen Oliver’s […]
HOW TO AVOID THE LIFETIME ALLOWANCE TAX CHARGE EVEN IF LABOUR RE-INTRODUCE IT
As regular readers of my blogs will know the government […]