by Dan Eatch | Jun 12, 2018 | Investments, Mortgages, Tax planning
Many couples in long-term relationships maintain independent finances, but typically also operate one or more joint accounts to cover day-to-day bills or for savings. There are a number of benefits and risks to managing joint finances. On the simplest level, a joint...
by Dan Eatch | Apr 6, 2018 | Pensions, Savings, Tax planning, Wealth planning
When the current tax year comes to an end so will some valuable tax planning opportunities. Some of these will survive into 2018/19, but many will finish on 5 April – and if you don’t use them, you will lose them. This year there will be no Spring Budget to...
