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Value of Financial Advice
In this edition of our fact sheets we are focusing on the value of financial advice.
This is difficult to measure but important to evaluate. Working with a financial planner can offer a host of benefits which are not exclusive to levels of financial growth.
Fact sheet: Pension provision
In its simplest form, a pension is an income that you receive when you retire, from the pension pot that you saved into during your working life. To encourage us to save enough for our retirement, the government provides tax relief on contributions and incentives on...
Fact Sheet: ISAs
Individual Savings Accounts (ISAs) are wrappers within which a wide range of savings and investment products can be held, free of UK income and capital gains tax. How do they work? ISAs serve as a 'wrapper' to fully protect savings from tax, allowing...
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.
7 Concepts of Financial Planning
We have outlined seven key areas which we believe should be considered for effective financial planning.
Useful guides
Intergenerational Wealth – A Guide to Your Options
Despite global economic weakness, £5.5tn will pass between generations in the UK over the next 30 years. We are shifting towards an inheritance economy as more than a million adults are expected to receive an inheritance in any given year.
A guide to ethical and sustainable investing
Ethical and sustainable investing is rapidly growing in popularity. This guide covers the different types of ethical investment, why it is growing in popularity and the different ways you could access ethical investments.
A guide to inheritance tax planning options
Inheritance Tax (IHT) is the proportion of wealth taken from an estate by HMRC upon death, calculated based upon the value of a person’s assets. It is also payable on trusts or gifts made during a person’s lifetime.
Tax planning guide
Essentially, tax planning is arranging your affairs in ways that legitimately defer, reduce and remove taxes. By using effective tax planning strategies you have more money available to help you achieve your financial goals and the effect of this over time can be very...
Pension benefits option guide
Understand the different options available when you want to access your pension benefit – download our helpful guide today
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