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...
by Dan Eatch | Sep 21, 2018 | Pensions, Tax planning
Pension freedom rules that make it easier for investors to access their pension savings may lead to excessive tax bills. The pension freedom rules allow anyone aged 55 or over to access their personal pension funds, but there are complicated rules on how...
