A rise in court cases challenging wills
A recent study by The Institute for Fiscal Studies (IFS), that drew data from a combination of resources, concluded that inheritances are becoming an ever more important component of personal wealth.
The growing importance of inheritance
A recent study by The Institute for Fiscal Studies (IFS), that drew data from a combination of resources, concluded that inheritances are becoming an ever more important component of personal wealth.
Protect your digital assets after death
Our lives are moving online more and more each day as we back up photos and communications to the cloud. Some people are going as far as using online money with cryptocurrency.
Tax Day on March 23rd is a tame affair
March 23rd has been an important day in the diary for weeks as the Government singled out this particular Tuesday as the day it would release a number of key tax-related consultations not published alongside the Budget earlier this month.
Keeping a vigilant eye out for impersonation scams
Impersonation scam is a growing type of fraud that sees fraudsters pose as a genuine company and contact the target individual
Lifetime Allowance Advice
You have worked hard to accumulate a sizeable pension pot and want to ensure you can access it as tax efficiently as possible in retirement.
Pension Drawdown Advice
Income drawdown is a way of taking money out of your pension to provide you with a regular retirement income in retirement. You have to be aged 55…
The Top 7 Factors that affect your Financial Independence
The Top 7 Factors that affect your Financial Independence are listed below: How much you invest – Commit to investing How often you invest –
Trusts Registration Service – does your trust need to be registered?
I need to let you know about some new rules surrounding trusts. This is only relevant if you are a trustee. Or if you were thinking about setting up a trust, maybe for your children or grandchildren. If neither of these apply to you, then feel free to click delete and move on!
The minimum pension age will definitely increase to 57 by 2028
HM Treasury has confirmed the government’s intention to raise the normal minimum pension age from 55 to 57 in April 2028.
Could the Chancellor be about to tackle property taxes?
The Sunday Times recently ran a story suggesting that Rishi Sunak was examining the replacement of Council Tax and possibly also Stamp Duty Land Tax (SDLT)…
How much impact does the President have on markets?
“Over decades, it’s American innovation that succeeds, no matter what politicians do.” — David Booth, November 6,
NS&I to Cut Savings Rates
Low savings rates across the board State-backed NS&I have been best buys for savings for months as the Government, desperate to bring in cash,
Funding Retirement Continues to be Biggest Money Worry for UK Employees
More than a third (34%) of UK employees named funding retirement as their top money worry, with the issue coming out on top for the second year running,
Why investing can be like changing lanes
In Markets as in Traffic, Impulsive Moves May Not Help You Get Ahead. When markets are rough, it’s tempting to want to make a quick change…
The Value Story
When It’s Value vs. Growth, History Is on Value’s Side Historically, value stocks have outperformed growth stocks in the US, though recently that hasn’t…
A Market Top-Heavy with Tech Firms
Large and In Charge? Giant Firms atop Market Is Nothing New A top-heavy stock market with the largest 10 shares accounting for over 20%…
The Uncommon Average – How 10% investment returns are really achieved
Since 1926 the US stock market has returned 10% on year on average. But that doesn't mean that each year the returns have been 10%.
Justin appears on The Adviser Gap podcast
On 9th June 2020 Justin was invited to share his experience of building a successful financial planning practice on The Adviser Gap podcast.
Staying informed about the evolving financial landscape
Remember that saying about March coming in like a lion and out like a lamb? Unfortunately, the coronavirus is highly unlikely to dissipate that quickly.