by Dan Eatch | Feb 15, 2019 | Life assurance, Savings, Wealth planning
Like all legal documents, your will must meet certain requirements. Firstly, a will must be signed and witnessed to be valid. You must have two witnesses who can’t be beneficiaries or be married to a beneficiary. If your circumstances change – perhaps selling a...
by Dan Eatch | Feb 1, 2019 | Pensions, Tax planning, Wealth planning
The last Budget before Brexit proved to be more interesting than expected. The 2018 Budget was delivered five months before the Brexit deadline and the start of the 2019/20 tax year. It threatened to be an interim affair, as decisions announced in October risk...
by Dan Eatch | Jan 18, 2019 | Investments, Mortgages, Wealth planning
The US stock market recorded its longest ever Bull Run in August 2018. A new record was set for the Standard & Poor’s 500 (S&P 500) index on 22 August 2018, when the market reached the 3,453rd day of a run that started on 9 March 2009. The index has also...
by Dan Eatch | Jan 4, 2019 | Life assurance, Mortgages, Pensions, Protection, Tax planning, Wealth planning
There are many misconceptions around the rights of the 3.3 million unmarried couple families in the UK. The government has recently announced that heterosexual couples will be able to enter into civil partnerships in England and Wales, but there will still be many...
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...
