Investment portfolio rebalancing
Inertia can be a dangerous trait, especially for investment. An investment portfolio created years ago can alter over time without the changes being obvious. Avoid funds drift with regular reviews.
The future of inheritance tax
Most over 55s have no idea whether there might be inheritance tax (IHT) to pay on their estate — or what the liability might be. With change on its way, understanding IHT may be more important now than ever.
The bridging Budget
The first of two Budgets in 2021 signals larger tax bills in future years.
Generation centenarian
ONS are forecasting that around 19% of all newborn girls (and 14% of all newborn boys) will become centenarians. We’re calling this lucky, long-living group Generation Centenarian.
Relevant Life Policy – an overlooked diamond
A Relevant Life Policy is a tax-efficient alternative to a “death in service” benefit that allows a company to provide and pay for life insurance for key employees.