by Dan Eatch | Dec 14, 2018 | Investments, Tax planning, Wealth planning
Stock market indices change more than you might imagine – despite their iconic image The well-known Dow Jones Index consists of a select group of just 30 companies. General Electric (GE) – was a founder member of the Dow Jones Index in 1896. Until late June, GE...
by Dan Eatch | Nov 30, 2018 | Protection, Savings, Tax planning, Wealth planning
If you’re considering making lifetime gifts, make sure all your inheritance tax (IHT) liabilities are covered. Today’s treatment of lifetime gifts is extremely generous, which is why interest in IHT has increased ahead of the Budget. If you make an outright lifetime...
by Dan Eatch | Nov 16, 2018 | Investments, Protection
Despite renewed pressure on fund managers to be more transparent on fees, the jargon can make it hard for investors to understand exactly what they are paying Fund factsheets can contain a mix of different acronyms, but the most important is the OCF – the Ongoing...
by Dan Eatch | Oct 19, 2018 | Investments, Wealth planning
Funding a child’s path to adulthood is a long-term commitment for parents. Any new parent will tell you a child is expensive from the outset: there is so much to be bought to cater for a new member of the family. But this is just the first step of many building up...
by Dan Eatch | Jul 30, 2018 | Investments, Wealth planning
The Bank of England is indicating the interest rate will increase in the coming months, so it may be a good time to review your investments. The Bank of England held the interest rate at 0.5% in May, but its Governor, Mark Carney, reiterated the view that rates will...
by Dan Eatch | Jul 23, 2018 | Investments, Pensions, Tax planning
The erosion in the values of tax thresholds is known as ‘fiscal drag’, and is a highly-effective form of stealth tax used by Chancellors from successive governments. Fiscal drag is the result of not adjusting tax thresholds (or allowances) in line with inflation....
