Tony

Home/Tony

About Tony

This author has not yet filled in any details.
So far Tony has created 23 blog entries.

The Role Of Financial Advisors

Financial planners don’t just advise you on investments... George Kinder reveals to Robin Powell in this video how the role of financial advisors isn't just about helping clients with investment planning, it's very much more than that. I'm glad to say the fabulous relationships we have with our clients are aligned to George's [...]

By |2020-05-30T08:30:21+01:00May 30th, 2020|Financial Planning|0 Comments

Types of Trusts – How To Give Away Your Wealth And Keep Some Control

Trusts are not a one-size-fits-all solution, but they are incredibly useful for protecting and giving you control over your assets. Certain types of trusts, where appropriate, can be used for minimising or mitigating Inheritance Tax estate taxes, and they can offer other benefits as part of a holistic approach to managing wealth. A trust [...]

By |2020-03-27T10:48:48+00:00April 18th, 2020|Estate Planning|0 Comments

Lasting Powers of Attorney

What is a lasting power of attorney? Enabling someone you trust to make decisions for you, or act on your behalf Lasting powers of attorney (LPA) enable individuals to take control of decisions that affect them, even in the event that they can’t make those decisions for themselves. Without them, loved ones could [...]

By |2020-04-10T09:54:10+01:00February 24th, 2020|Estate Planning, Financial Planning|0 Comments

Top Rated IFA For 2nd Year Running

I feel honoured, it's happened again! This morning I received an email from the Times, simply titled 'Tomorrow' with the following fabulous news: You’ll be featuring as a Top Rated Adviser in the 2020 Guide tomorrow, which will be distributed nationally in The Times! I pride myself on the service my team and I [...]

By |2020-03-09T11:03:40+00:00February 8th, 2020|Financial Planning|0 Comments

Understanding Inheritance Tax Gifts

If you can afford to do so, making inheritance tax gifts e.g gifting money before death or passing on assets to family members or loved ones, can be an excellent way of ultimately paying less to the tax man. Whilst we are all free to do this whenever we want, this blog aims to [...]

By |2020-05-18T15:03:08+01:00January 28th, 2020|Estate Planning|0 Comments

How to Avoid Inheritance Tax in the UK

Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs. With careful planning and professional financial advice, you can learn how to avoid inheritance tax in the UK by taking [...]

By |2020-05-18T15:29:01+01:00January 6th, 2020|Estate Planning|0 Comments

Tax Efficient Gifts For Christmas

If you’re looking to make sure your children or grandchildren benefit from your generosity rather than the taxman, here are the things to be aware when it comes to tax efficient gifts for Christmas. In this article: Exempted Gifts Savings Accounts Junior ISA Child's Pension Premium Bonds Trust Funds Exempted [...]

By |2020-01-06T16:45:23+00:00December 2nd, 2019|Estate Planning|0 Comments

Should I Invest in Property?

Property investment is one of the most common types of investment, and as house prices have generally increased in value over the last 25 years, can be an appealing and tangible option for potential investors. This blog gives an overview of the pros and cons of investing in property, and what to consider before [...]

By |2019-10-17T17:58:37+01:00October 17th, 2019|Wealth Management|0 Comments