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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
HOW TO TRANSFER MONEY ONLINE IN THE BEST POSSIBLE WAY
Ever been confused by the myriad ways of transferring money […]
HOW TO MAXIMISE YOUR PENSION BENEFITS
This year’s Pension Awareness Week is from 12 -16 September, […]
TEN THINGS TO DO, TO MAXIMISE YOUR STATE PENSION
State pensions, like all other state benefits, are complex to […]
TEN THINGS TO MAXIMISE YOUR STATE PENSION
State pensions, like all other state benefits, are complex to […]
HOW TO SAVE INHERITANCE TAX WHEN YOUR LIFE EXPECTANCY IS LOW
If you are elderly or you are terminally ill and […]
HOW TO SAVE A FIVE-FIGURE (MINIMUM) SUM ON YOUR MORTGAGE REPAYMENTS
At the time of writing the Bank of England (BOE) […]
HOW TO MANAGE SEQUENCING RISK WHEN TAKING INCOME FROM YOUR PORTFOLIO
Sequence-of-returns risk, or sequence risk, is the risk that an […]
WHY INTEREST RATES ARE LIKELY TO CONTINUE TO RISE AND WHAT TO DO ABOUT IT
In a previous blog of mine called WHAT THE 200 […]
HOW TO PROTECT YOUR DIGITAL ASSETS FOR FUTURE GENERATIONS
Last month, STEP, The Society of Trusts and Estates Practitioners, […]
Local firm of financial advisers shortlisted for two business awards
Milton Keynes based Wealth And Tax Management were successfully shortlisted […]
HOW TO REDUCE YOUR HOME ELECTRICITY BILLS CONSIDERABLY
Most of us are aware of the current cost of […]
HOW TO CREATE A BUY TO LET PROPERTY PORTFOLIO THE EASY WAY
Are you a budding property entrepreneur? Have you ever wondered […]
WHY PATIENCE IS A VIRTUE WHEN YOUR INVESTMENTS HAVE FALLEN IN VALUE
A number of clients have contacted us recently concerned that […]
WHICH TRUSTS SHOULD YOU REGISTER AND BY WHEN?
New requirements have been introduced by the government relating to […]
10 EASY WAYS TO SAVE INCOME TAX
The former Labour Party Chancellor of the Exchequer, Roy Jenkins, […]
HOW TO BEAT INFLATION RESOUNDINGLY (AS AN INVESTOR)
Inflation around the world has started to soar again. As […]
HOW MUCH INCOME SHOULD I TAKE FROM MY INVESTMENTS AND IN WHAT ORDER?
A perennial question I am asked by clients is how […]
WHY EQUITY RELEASE CAN SAVE YOU AND YOUR FAMILY THOUSANDS OF POUNDS
I have a confession to make. I have never been […]
WHY INVEST IN NATIONAL SAVINGS PREMIUM BONDS?
National Savings & Investments’ (NS&I) Premium Bonds are the UK’s […]
Local financial adviser running to raise money for Ukrainian war victims
Cholpon Djanuzakova, director and financial planner at Wealth And Tax […]
TEN THINGS YOU ABSOLUTELY MUST KNOW ABOUT YOUR STATE PENSION IN ORDER TO MAXIMISE IT
State pensions, like all other state benefits, are complex to […]
HOW TO SAVE YOURSELF TIME AND HASSLE USING THE ONLINE LASTING POWER OF ATTORNEY SERVICE
In this digital age, I have wondered for some time […]
WHY YOU SHOULD INVEST IN GOLD RIGHT NOW AS ITS FUTURE GLISTERS
On many occasions, I have heard people mistakenly state “all […]
INVEST WHEN THERE’S BLOOD IN THE STREETS
At the time of writing Russia has recently invaded Ukraine. […]
WHY YOU SHOULD SERIOUSLY CONSIDER INVESTING IN SPECIALIST REAL ESTATE INVESTMENT TRUSTS
Property funds have been popular with both investors and financial […]
FIVE EASY WAYS TO MITIGATE TAXATION ON INVESTMENT BONDS
Investment bonds or single premium whole of life insurance policies […]
FOUR THREATS TO YOUR WEALTH AND WHAT TO DO ABOUT THEM RIGHT NOW
Forget a double whammy. We are in for a quadruple […]
PATIENCE IS A VIRTUE WHEN STOCK MARKETS ARE IRRATIONAL
Global stock markets have taken a dip in the last […]
Aim for the stars with this super tax efficient investment
I have been advising clients on their estate planning for […]
HOW TO SPEND MONEY IN RETIREMENT WITH CONFIDENCE
A client once thanked me for advising him he had […]
Why it pays to borrow when inflation is high and interest rates are low
Inflation as measured by the CPI Index reached 5.1% in […]
HOW THE PROPOSED GOVERNMENT FUNDING OF CARE FEES CHANGES WILL AFFECT YOU AND WHAT YOU CAN DO ABOUT IT
On 17 November 2021, the Department of Health and Social […]
vWHY FINANCIAL PLANNING IS THE BEST PROFESSION (AND THE GREATEST VALUE FOR MONEY ONE TOO)
Regular readers of my blogs and clients especially know just […]
HOW WE ADDED VALUE FIVE TIMES OUR FEES IN JUST SIX YEARS
We have acted as financial planners for a married couple, […]
WHY INFLATION DESTROYS YOUR SAVINGS AND WHAT TO DO ABOUT IT
The rate of inflation as measured by CPI is now […]
SEVEN EASY WAYS TO GIFT MONEY WITHOUT PAYING INHERITANCE TAX
Inheritance Tax, like most taxes, is notoriously complex yet there […]
The Advantages and Disadvantages of Investment Bonds
Investment bonds, or to give them their correct title, single […]
The Value Added By Your Financial Adviser
I’ve always felt that financial advisers are under-appreciated especially when […]
WHY FINANCIAL PLANNING IS THE BEST PROFESSION BAR NONE
I have used the services of accountants and solicitors throughout […]
WHY THE VALUE ADDED BY A FINANCIAL PLANNER IS MANY TIMES WHAT YOU PAY IN FEES
I have always known that Independent Financial Advisers, IFAs, added […]
THE GREAT WEALTH TRANSFER AND WHY IT MATTERS TO YOU
A recent survey by Russell Investments has revealed some really […]