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 |2019-12-02T10:10:52+00:00December 2nd, 2019|Estate Planning|0 Comments

It’s Official – I’m One Of The UK’s Top Rated Independent Financial Advisers!

It's not every day you receive an email titled: "Did you see yourself in The Times?" But that's exactly what I received this morning! On Saturday (23rd Feb 2019), the Times newspaper included a supplement called '2019 Guide to the UK's Top Rated Advisers' and I was delighted to hear my name featured in [...]

By |2019-06-02T16:09:42+01:00February 25th, 2019|Estate Planning, Financial Planning, Pensions, Wealth Management|0 Comments