Life After Death – The Lesser Known Benefits of ISAs

Nature Floating Flying Flower Growth Dandelion

As of 6th April 2017, the annual ISA allowance in the UK rose to £20,000. With this dramatic increase, the previous contribution level having been set at an annual maximum of £15,240, ISAs have once again been brought into the spotlight from a saving and planning perspective. Here we look at a couple of the…
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The Trouble with IHT Planning

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Inheritance Tax planning is a thorny issue. With an ageing population along with rising house prices and consequent value of estates, trying to avoid a large Inheritance Tax liability is something that an increasing number of people are having to consider. The current state of affairs According to the latest figures, Her Majesty’s Revenue and…
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A Year is a Long Time in politics! New Gresham Masterclass

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After what has been a fascinating year in politics, both at home and overseas, we’re delighted to be holding a new Masterclass later in the month to reflect recent events and their impact. Following on from his visit in June last year prior to the Brexit referendum, we’re delighted to be welcoming Alastair Irvine back…
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How Biases Affect Investor Behaviour

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In February, we held a masterclass for professional contacts on the topic of risk. One of the areas we looked at during the CPD session was attitude to risk when investing; in particular, the different effects our existing biases can have on the way we approach financial planning decisions. Behavioural finance is a rapidly growing…
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A Quick Guide to Allowance Changes for 2017/18

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Income tax threshold increases The personal allowance for income tax is going up to £11,500. Alongside this, the basic rate limit will be increased to £33,500, meaning higher rate tax will only be payable on earnings over £45,000.   The rates are slightly different for those residing in Scotland with the basic rate limit being set…
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