Month: August 2016

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.

August Market Commentary

Introduction We try to produce a balanced, rational market commentary at the end of every month. The politicians do their best to turn it into a soap opera. Ah well, here we go… When we left you last month the UK had just voted for Brexit. David Cameron had announced his decision to resign and […]

Inheritance tax: the recent changes you need to know about as you plan

The changes to inheritance tax that were introduced in the 2015 Budget will soon come into effect, with some becoming the law as early as April 2017. With less than a year to prepare for these changes, it’s important to ensure you know what to expect and that you’re doing everything you need to in […]

Downsizing, retirement and proper planning

A recent study has found that 2.3 million UK homeowners aged 55 and over – almost 40% of people in that age bracket – are planning to downsize their home in order to raise money during their retirement. However, if downsizing wasn’t always the plan for these people, then it potentially shows poor financial planning […]

The importance of having a will in place

Despite the fact that having a will in place is commonly accepted as the most effective way to leave details about your inheritance, the number of people who don’t have one is remarkably high. Charity will-writing scheme, Will Aid, has found that 53% of people in the UK don’t have a will in place. The […]