About Tony

This author has not yet filled in any details.
So far Tony has created 19 blog entries.

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 |2020-02-24T15:50:41+00:00February 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 |2020-02-24T16:18:56+00:00February 8th, 2020|Uncategorized|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 |2020-01-28T08:35:53+00:00January 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 |2020-01-06T16:40:25+00:00January 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

Beginner’s Guide To Wealth Management

Wealth Management is the process of enhancing your financial situation to meet your future life goals. A Wealth Management Adviser devises a bespoke strategy using a full range of financial services and products to achieve these goals, after consulting with a client to fully understand their requirements and priorities. In this article: Holistic [...]

By |2019-10-15T09:55:02+01:00October 3rd, 2019|Wealth Management|0 Comments

Preparing Emotionally For Retirement

However much you might be counting down the days to freedom, if you're in a reasonably-paid, moderate-status job, or running your own business, retirement could be a shock to your system. Once you've gloried in the luxury of a few lie-ins, and enjoyed some well-earned Rest & Relaxation - what next? It can be [...]

By |2019-10-15T10:16:01+01:00September 9th, 2019|Financial Planning, Pensions|0 Comments

Should You Be Tracing Pensions That Are Lost?

NEARLY £20 BILLION OF PENSION MONEY GOES UNCLAIMED AND THIS FIGURE IS GROWING The scale of the UK’s lost pensions mountain has been exposed by the largest study yet by the Pensions Policy Institute that found 800,000 pensions were lost and worth an estimated £9.7 billion. It estimates that, if scaled up to [...]

By |2019-10-15T10:23:16+01:00June 1st, 2019|Pensions|0 Comments