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- wealthandtax.co.uk
Wealth and Tax Management
Financial Planning: Retirment, wills and probate, trust funds, lasting powers of attorney, inheritance tax, asset management, money forecast
Latest Updates
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 […]
Enter the Bucks and MK SME business awards before it’s too late
The Bucks and Milton Keynes SME Business Awards is a […]
TAX-EFFICIENT INVESTMENTS FOR HIGHER-RATE TAXPAYERS
There are many tax-efficient investments for higher-rate taxpayers but not […]
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 […]
How to make serious tax savings as a business owner
FED UP with the Autumn Statement, never-ending tax rises, endless […]
THE BENEFITS OF THE BRITISH AIRWAYS AMERICAN EXPRESS CARD
The British Airways American Express card offers a variety of […]
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 […]
HOW SAFE IS NATIONAL SAVINGS AND INVESTMENT?
How safe is National Savings and Investment? Before I answer […]
WHY YOU SHOULD NEVER DEFER YOUR STATE PENSION (AND GET THE GOVERNMENT TO FUND YOUR PERSONAL PENSION INSTEAD)
Deferring your state pension is a popular choice for people […]
HOW TO SAVE MONEY WITH AN OFFSET MORTGAGE (AND EARN A HIGHER RATE OF INTEREST ON YOUR SAVINGS TAX-FREE)
The Bank of England base rate has risen a staggering […]
HOW TO BENEFIT FROM AN EXEMPT PROPERTY UNIT TRUST (EPUT)
What is an EPUT? EPUT stands for Exempt Property Unit […]
Local financial adviser achieves top national rating in The Times
Local Independent Financial Adviser and Chartered Financial Planner Tony Byrne […]
Wealth And Tax Management rated Top 100 IFA firm
Milton Keynes based Wealth And Tax Management has again been […]
HOW TO AVOID THE POUND COST RAVAGING TRAP
Global stock markets have performed poorly this year due to […]
HOW TO PASS ON YOUR PERSONAL PENSION TO YOUR LOVED ONES AS TAX EFFICIENTLY AS POSSIBLE
Flexible retirement income is often referred to as pension drawdown, […]
WHAT IS YOUR PERSONAL INFLATION RATE AND WHY DOES IT MATTER?
There exist a puzzling array of differing inflation rates but […]
HOW TO BUY LIFE AND HEALTH INSURANCE AT COMPETITIVE RATES BASED ON YOUR LIFESTYLE
I bought a joint life, second death whole of life […]
WHY THERE IS NO SUCH THING AS A RISK-FREE INVESTMENT
It is estimated that UK investors have 10 times as […]
How the scandalously elitist government pensions system benefits the likes of Liz Truss
Good luck to Liz Truss for being elected as the […]