News Blog

December 2024 (3)

• Portfolio Management - Active Funds vs Passive Funds
• Portfolio Management and Market Volatility – Seeing Dips as Investment Opportunities
• Inheritance Tax for Married Couples - What You Need to Know

November 2024 (5)

• What to Do After a Pension Sharing Order – Setting Up Your New Pension
• Year-End Tax Planning Strategies for Pensions, ISAs, and Capital Gains
• UFPLS for Retirement Income in the UK
• Annuities and Income Drawdown as a Retirement Income Strategy
• National Insurance Contributions in the UK

October 2024 (7)

• Boosting Pension Contributions with the Carry Forward Allowance
• What You Need to Know About Pension Sharing Orders
• Funding Retirement with Equity Release vs. Downsizing
• Securing Retirement Income with Purchased Life Annuities
• Group Personal Pensions & Retirement Planning in the UK
• Using an Independent Financial Adviser for Retirement Planning
• Smart Strategies for Investing Your Pension Tax-Free Cash

September 2024 (7)

• Annuities as Part of Your Pension Planning in the UK
• Calculating Pension Contributions in the UK
• Maximising Pension Contributions: A Guide to Greater Retirement Savings
• Tailoring Your Retirement with an Individual Pension Plan
• Achieving Long-Term Financial Security Through Retirement Planning
• Business Owners and the £60,000 Pension Allowance
• The Role of a Mortgage Broker in UK Financial Planning

August 2024 (7)

• Pension Commencement Lump Sum and Retirement Planning
• Individual Pension Plans for Tax-Efficient Wealth Transfer
• Pensions vs. Individual Savings Accounts in the UK
• Emergency Tax on Pension Withdrawals
• Delaying Retirement and Deferring State Pension in the UK
• Pension Accumulation & Pension Decumulation
• Portfolio Management, Growth Funds & Income Funds

July 2024 (5)

• Financial Planning for Your Child’s Future
• IHT-Friendly Investments for Inheritance Tax Planning
• Environmental, Social, and Governance Investing
• Standard & Purchased Life Annuities in the UK
• Inheritance Tax for Married Couples

May 2024 (7)

• Pension Strategies for Effective Inheritance Tax Planning
• Your Estate Plan and Inheritance Tax in the UK
• Trust Funds and Inheritance Tax Planning
• Enhancing Estate Planning with Annual Exemptions
• Charitable Donations, Inheritance Tax & Your Estate Plan
• Effective Estate Planning with Inheritance Tax Exemptions
• Inheritance Tax Planning with Tax-Efficient Investing

April 2024 (13)

• Calculating Inheritance Tax in the UK
• Annual Exemptions, Inheritance Tax, and Gifts
• Inheritance Tax Planning and Setting Up a Trust
• Inheritance Tax on Property UK
• Life Insurance and Inheritance Tax in the UK
• Lifetime Gifts and Inheritance Tax UK
• Discretionary Trusts and Inheritance Tax Planning
• UK Inheritance Tax - Trusts, Property, and Overseas Implications
• Investments, Pensions, & Inheritance Tax Planning
• Inheritance Tax Relief for Farmers and Landlords
• Legacy Preservation & Inheritance Tax in the UK
• Inheritance Tax Returns in the UK
• Trusts and Inheritance Tax Planning in the UK

March 2024 (1)

• Understanding Family Income Benefit in the UK

February 2024 (11)

• What You Need to Know About Inheritance Tax in the UK
• Inheritance Tax Loopholes You Need to Know
• Business Property Relief Schemes in the UK
• Inheritance Tax Planning for Unmarried Couples
• Gifting and Inheritance Tax Strategies in the UK
• Inheritance Tax Planning – DIY vs Professional Advice
• Life Insurance Policies and Inheritance Tax Planning
• How to Avoid Inheritance Tax in England
• Wills and Estate Planning in the UK
• Income Protection Insurance in the UK
• The Importance of Life Insurance

January 2024 (5)

• ESG Investing - A Sustainable Approach to Financial Planning
• Getting the Most Out of Your Annual Pension Allowance
• Building a Diversified Investment Portfolio
• Pension Consolidation and Retirement Planning
• Benefits of Working with an Independent Financial Adviser

December 2023 (8)

• Behavioural Finance Tips for Better Money Management from Independent Financial Advisers
• Inheritance Tax Advice: Understanding Thresholds and Planning for Your Legacy
• Calculating Life Insurance Coverage for your Family
• Navigating the Mortgage Landscape: The Role of Mortgage Brokers
• The Benefits of Using an Independent Financial Adviser
• Life Insurance as a Tool in Wealth Management Planning
• Estate Planning: An Integral Part of Wealth Management
• Wealth Management Essentials: Building a Solid Financial Foundation

November 2023 (4)

• Navigating Tax-Efficient Investments: VCTs, EIS, and SEIS Explained
• Navigating Business Property Relief Schemes in the UK
• Venture Capital Trusts (VCTs): A Strategic Investment in UK Innovation
• Deciphering Annuity Taxation: Standard vs. Purchased Life Annuities

October 2023 (20)

• How High Inflation and Interest Rates Affect Investment Returns
• The Importance of Emergency Funds in Financial Planning
• The Importance of Having a Will: Estate Planning in the UK
• How to Create a Tax-Efficient Investment Portfolio
• The Impact of Adviser Fees on Investment Returns
• The Rise of ESG Investing: How to Align Your Portfolio with Your Values
• The Power of Diversification: How to Build a Balanced Investment Portfolio
• Understanding the Nil Rate Band and Residence Nil Rate Band in UK Inheritance Tax
• The Pros and Cons of Fixed-Rate and Variable-Rate Mortgages in the UK
• Unlocking the Potential of Commercial Property: Your Guide to Commercial Mortgages in the UK
• Buy-to-Let Mortgages: What Potential Investors Need to Know
• A Guide to Personal Mortgages and Government-Backed Schemes
• AIM ISAs and AIM GIAs: A Strategic Approach to Inheritance Tax Planning
• Maximising Your Savings: A Guide to Utilising Annual ISA Allowances
• Investment Bonds: A Versatile Tool in Financial Planning
• Whole of Life Cover in Trust: A Strategic Approach to Inheritance Tax Planning
• Safeguarding Your Business with Key Man Insurance and Business Protection
• Navigating the World of Investments: Common Mistakes to Avoid
• Essential Strategies for Crafting a Successful Investment Portfolio
• Top Tips for Building a Successful Investment Portfolio