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Wealth Knowledge – October 2019
- 2nd October 2019
- Posted by: shayne
- Category: Wealth Knowledge
No CommentsWealth Knowledge – October 2019 One in four over-60s in employment opt out of workplace pensions Around a quarter of people over 60 and in employment are believed to be opting out of saving into workplace pensions through auto-enrolment, a report claims. Government figures showed there were more than 1.7 million over-60s in full-time employment
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Valuing a business
- 1st October 2019
- Posted by: shayne
- Category: Business
Valuing a business Whether seeking to sell up or secure investment. In most lives, there comes a moment when we think about what needs to change to ensure the future will be financially secure. Sometimes, it’s because of a complete change of course – redundancy, for example, or a change in marital status. Or it
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Is it the right time to move house?
- 30th September 2019
- Posted by: shayne
- Category: Home Buying
Is it the right time to move house? What to think about before buying a new home. It’s a difficult time to make big financial decisions, and moving house is no exception. A lot hangs on your choice to move or stay put, whether you’re in search of more space for your family or moving
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Wealth Knowledge – September 2019
- 9th September 2019
- Posted by: shayne
- Category: Wealth Knowledge
Wealth Knowledge – September 2019 Treasury to review tapered annual allowance as debate rumbles on The Treasury has announced it will review the tapered annual allowance for pensions, following calls to abolish it. The amount of pension contributions that can be made tax-free in a year stands at £40,000 in 2019/20, but this is restricted
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Ethical investments
- 8th September 2019
- Posted by: shayne
- Category: Investment
Ethical investments Earning returns with a clear conscience. From vegan food and recycled fashion to green energy suppliers and plastic-free packaging, products with an environmental or social focus are becoming ever more popular. Ethical spending has seen a huge surge in the last decade, more than doubling from £36 billion in 2007 to £83bn in
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Pensions and passing on wealth
- 5th September 2019
- Posted by: shayne
- Category: Pension
Pensions and passing on wealth An increasingly effective estate planning strategy. When pension freedoms were introduced back in April 2015, new inheritance tax planning rules slipped under the radar for some. While over-55s were presented with much more choice when it comes to flexibly accessing their pension pots, passing retirement savings on became less punitive.
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Wealth Knowledge August 2019
- 9th August 2019
- Posted by: shayne
- Category: Wealth Knowledge
Millennials challenge the concept of the Bank of Mum and Dad Almost half (49%) of millennials have provided financial support to their parents in the last year. The Bank of Mum and Dad is perceived to provide financial support to adult children in times of financial hardship. Parents have been helping their grown-up children to
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Identifying the best times to invest
- 8th August 2019
- Posted by: shayne
- Category: Investment
Identifying the best times to invest How to spot market peaks and troughs. If there was a universal, rock-solid reliable answer to the question “when is the best time to invest?” life would be a lot easier for financial advisers. Unfortunately, all savvy observers can hope to do is find certain patterns in the market,
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Inheritance tax: gifting rules
- 6th August 2019
- Posted by: shayne
- Category: Inheritance Tax
Inheritance tax: gifting rules Understanding the rules and exemptions Inheritance tax is one of the most widely criticised taxes in the UK. Many see it as an unfair burden at a time of grief, and it comes with a complex system of rules, reliefs and exemptions. In reality, only around 4% of estates are liable
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Wealth Knowledge – July 2019
- 5th July 2019
- Posted by: shayne
- Category: Wealth Knowledge
Wealth Knowledge – July 2019 Consumer ‘demand for cash ISAs has increased’, report claims The number of cash ISA products on the market has increased from 301 to 437 since the introduction of the personal savings allowance in 2016/17. The personal savings allowance enables basic-rate taxpayers to receive up to £1,000 a year in tax-free