Labour cancels wealth tax plans – how it could affect your portfolio
The Labour Party has ruled out major tax changes were it to win the next general election. The news will be well-received by those looking to…
EU charity tax relief gift warning for estates
Leaving money to an EU-based charity will soon lose its tax-free status thanks to changes made to inheritance tax rules in March. It is not uncommon…
Bank of Mum and Dad: how to help your kids without compromising your plans
Nearly half (47%) of all property purchases in the UK will take place with the help from the so-called Bank of Mum and Dad (BOMAD) this year,…
Top ways to ensure your pension is on the right path
For anyone with a retirement pot to look after it is important to be aware of what your pension is doing. Pensions are an unfortunately complex…
£150k cryptocurrency fraud warning: key ways to protect your money from scams
Gloucestershire Police have issued a cryptocurrency scam warning after a victim was defrauded out of £150,000. Staff at a bank in Cheltenham…
Government weighs abolishing income tax benefit for inherited pensions
The Government could be set to scrap a valuable income tax benefit relating to the inheritance of pensions. The tax perk allows someone under the age…
What are the Mansion House pension reforms and will they affect your wealth?
Chancellor Jeremy Hunt announced pension reforms - dubbed the “Mansion House Reforms” - in early July. According to the Treasury, the reforms are set…
What is sudden wealth? How to deal with an overnight windfall
Sudden wealth is a growing issue as older generations begin to pass on significant estates to their loved ones. The phrase “sudden wealth” is likely…
Three things about the advice business I wish I’d known starting out
This article first appeared in Professional Adviser. Simon Goldthorpe shares his insight into the advice business after 40 years at the coal…
How to get the most out of your workplace pension
Pension provider Aviva has warned that workers are “sleepwalking” into retirement with one in three employees unaware of how many pensions they……
The biggest mistakes to avoid when making out a will
Creating a will is a crucial part of a complete, long-term financial plan. Not having one can create major issues for your loved ones after you’re…
Should you pay your child’s student loans?
As the university year ends and a fresh crop of students graduate, should you look to help your child with their loans, or even the costs if they are…