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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
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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 […]
THE PENSION TAX FREE CASH LUMP SUM TRAPS AND HOW TO AVOID THEM
When the Chancellor of the Exchequer Jeremy Hunt announced the […]
Local financial adviser qualifies as a discretionary fund manager
Chlopon Djanuzakova, director and financial planner for Milton Keynes based […]
UNVEILING THE FLAWS IN WORKPLACE PENSION DEFAULT STRATEGIES
Unveiling the Flaws in Workplace Pension Default Strategies Introduction: In […]
DIGITAL AFTERLIFE: WHAT HAPPENS TO YOUR DIGITAL RECORDS WHEN YOU DIE?
Digital Afterlife: What Happens to Your Digital Records When You […]
SOLAR PANELS AND SOLAR BATTERIES
Solar panels and solar batteries have become increasingly popular in […]
How to ensure your business remains 100% free of Inheritance Tax
DO YOU run a successful business which is no longer […]
WILL LIFETIME ALLOWANCE BE ABOLISHED?
When Jeremy Hunt, the Chancellor of the Exchequer, presented the […]
TAX-EFFICIENT INVESTMENTS FOR HIGHER-RATE TAXPAYERS
There are many tax-efficient investments for higher-rate taxpayers but not […]
Enter the Bucks and MK SME business awards before it’s too late
The Bucks and Milton Keynes SME Business Awards is a […]
HOW TO AVOID THE REDUCED ANNUAL ALLOWANCE OF YOUR PENSION CONTRIBUTIONS
The annual allowance is, broadly speaking, the maximum amount you […]
The benefits of challenger bank business accounts
IF YOU are a business owner or a business executive […]
CHALLENGER BANKS ADVANTAGES AND DISADVANTAGES
Challenger banks, also known as digital or neo banks, are […]
Financial planners to judge at local business awards event
Tony Byrne and Cholpon Djanuzakova, directors of Wealth And Tax […]
THE BENEFITS OF THE BRITISH AIRWAYS AMERICAN EXPRESS CARD
The British Airways American Express card offers a variety of […]
How to make serious tax savings as a business owner
FED UP with the Autumn Statement, never-ending tax rises, endless […]
TAX PLANNING FOLLOWING THE CHANCELLOR’S AUTUMN STATEMENT
As the 2022/23 tax year comes to a close, it’s […]
Three tasty ingredients to make your business a rip-roaring success
I ONCE attended a webinar run by a successful entrepreneur […]
WHY YOUR INVESTMENT STRATEGY IS MORE IMPORTANT THAN FEES
There are a few reasons why an investment strategy is […]
SCHOOL AND UNIVERSITY FEES PLANNING USING OFFSHORE BONDS AND TRUSTS
Planning for school and university fees in the UK can […]
HOW TO STICK TO YOUR NEW YEAR MONEY RESOLUTIONS
New Year Money Resolutions should always be included in your […]