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...
by Dan Eatch | Jun 27, 2018 | Investments, Savings
If you are looking to maximise your tax-efficient savings, there is now a range of Individual Savings Accounts (ISA) to choose from. And it makes sense to start saving from the beginning of the tax year. You can invest up to £20,000 in the 2018/19 tax year under...
by Dan Eatch | Apr 6, 2018 | Life assurance, Protection
A little-known type of life assurance plan could provide you – or your employees – with highly tax-efficient life cover. A ‘relevant life policy’ (RLP) is a special type of life assurance which an employer can provide without any benefit-in-kind tax charge on the...
by Dan Eatch | Apr 6, 2018 | Pensions, Savings
Investors can save more into pensions from 6 April 2018, when the lifetime allowance (LTA) increases from £1 million to £1.03 million. The LTA is a critical part of pension planning. It is the total value of payouts from pension savings, as a lump sum or income,...
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...
