Are you getting the best investment outcome for your charity?

Are you getting the best investment outcome for your charity?

Charitable investments are often fundamental to support the capital and income requirements of a charity.The funds need to be invested in line with the charity’s aims and objectives, ensuring they can be achieved with the minimum amount of risk, whilst...
Pension Advice Allowances

Pension Advice Allowances

Pension Advice through the workplace.Many employers provide their staff with access to pension advice in the workplace. Typically this will be once a year with the scheme adviser conducting short meetings with pension members on a surgery style basis.Often a 20-30...
7 Concepts of Financial Planning

7 Concepts of Financial Planning

Financial planning can be a confusing matter, particularly with the variables that must be considered. However, you are able to positively influence your financial situation in the long term by proactively concentrating on certain areas. As such we have outlined seven...
Fact Sheet: Inheritance Tax

Fact Sheet: Inheritance Tax

In this edition of our fact sheets we are focusing on some of the main elements of Inheritance tax.Inheritance Tax is usually paid on an estate when somebody dies. it is also sometimes payable on trusts or gifts made during someone’s lifetime. Most estates...
Fact sheet: lifetime ISA (LISA)

Fact sheet: lifetime ISA (LISA)

The lifetime ISA – also known as LISA – is a new type of ISA designed to help people aged between 18 and 40 save for their first home, or retirement.How do they work?A LISA lets you save up to £4,000 per year. At the end of the tax year the Government will top up your...
Fact sheet: the residence nil rate band

Fact sheet: the residence nil rate band

In the July 2015 Budget the Conservative government introduced some new rules which introduce an additional main residence nil rate band (RNRB) for an estate if the deceased’s interest in a residential property, which has been their residence at some point and is...
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