Month: June 2015

The information contained within, including references to taxation, legislation, regulation, or any other issues or concerns may no longer apply. This information is pre-published.

June Market Commentary

It now seems hard to remember, but this time last month the UK was only a week away from a General Election – an election that was the most difficult to predict in a generation. The pundits were unanimous: the Election would certainly lead to a hung parliament. There would be weeks of wrangling and […]

Planning for a better financial future in retirement

Recent HSBC research identified four broad actions which may help today’s retirement savers to create an informal plan and work towards a better financial future for themselves. 1. Be realistic about your retirement aspirations The research indicates that more than half of retirees (53%) have been unable to realise at least one of their hopes […]

IFS Reviews Conservative Inheritance Tax Proposal

Inheritance Tax (IHT) applies to (some) wealth that is transferred on, or shortly before, death. The tax is currently charged at 40%, with each individual receiving an allowance of £325,000, before the tax is applied. Any unused proportion of this allowance is transferable to a surviving spouse or civil partner, effectively doubling the inheritance tax […]


Getting your Financial Planning ready for University

The A-level results come out on Thursday, August 13th and thousands of teenagers up and down the country will be looking forward to starting university in September. Their parents, however, might be gloomily looking at their bank accounts and taking a rather different view. With fees of up to £9,000 and accommodation costs of say, […]