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So far Tony has created 28 blog entries.

How To Avoid Inheritance Tax And Leave A Legacy For Your Family

Every year thousands of households in the UK that will have to pay tax on their estate, so what’s the best way to avoid inheritance tax? If you’re administering an estate of someone who has died, how do you obtain probate? Is it possible to retrospectively minimise an estate’s tax liabilities? Inheritance Tax receipts [...]

By |2020-08-10T16:10:58+01:00August 8th, 2020|Estate Planning, Wealth Management|0 Comments

Pension Consolidation Explained

Have you had many jobs and accumulated multiple pension pots? On average people now have several different jobs in the course of their working life. So, it’s not uncommon to start a new pension for each job. This means that you may end up with multiple pension pots with various providers. Pension consolidation may mean [...]

By |2020-07-17T10:21:08+01:00July 25th, 2020|Financial Planning, Pensions|0 Comments

Building Your Financial Roadmap

No two people have identical financial circumstances, which is why it’s essential you have a tailored financial roadmap, a plan, in place to meet your individual needs and investment goals. We all have increasingly varied needs in an increasingly complex world. During periods of market volatility and concerns about the coronavirus (COVID-19) pandemic, you [...]

By |2020-07-27T10:07:58+01:00June 13th, 2020|Financial Planning, Wealth Management|0 Comments

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 |2020-07-27T10:10:15+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 |2020-07-27T10:29:09+01:00April 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 |2020-07-27T10:35:14+01:00February 24th, 2020|Estate Planning, Financial Planning|0 Comments
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