Latest Articles
New Year is the perfect time to review your financial health as well as your personal health
The new year is the perfect time to spring clean your finances, says David Haughton of Lovewell Blake Financial Planning.
ISAs should be viewed as an ongoing opportunity, rather than a one-off tax-saving method
Although we don’t yet know the full details, it is clear that taxes on gains on savings and investments is one area that the Chancellor will be looking at to raise extra revenues. This is having the effect of shining a spotlight on the benefits of wrapping investments in an ISA, where both capital growth and dividend/interest income are free of tax entirely – you don’t even have to declare any ISA on your tax return.
Retirement - An emotional journey?
Retirement has a habit of creeping up on you whilst you are busy getting on with your life, to the extent that we barely give it consideration until it is almost upon us.
Inheritance trust funds – make sure you do it for the right reason
When we hear the phrase ‘Trust Fund’, many of us think of the kind of vehicle which enables children of the mega-rich enjoy lives of luxury. But in fact, trusts can be a hugely useful way of organising your assets and ensuring that your wishes are carried out – in a tax-efficient way – after your death.