Have you thought about reducing your Inheritance Tax bill…? (Case Study)

James Rixon All, IHT Leave a Comment

Mrs A, a divorcee who approached us for help with reducing her Inheritance Tax bill. She has a valuable house in London and a small portfolio of buy-to-let properties. Her income is relatively modest in spite of her large Inheritance tax bill – approaching £200,000 – and as she is now retired, she does not wish to take on a …

How flexible is your Pension…? (Case Study)

James Rixon All, Pension Leave a Comment

Mr D is reducing his hours at work from 5 days to 3 and needs to top up his income from his pension savings, with a view to increasing the income drawn down when he retires fully in 5 years. He contacted us with questions on the options open to him. He does not wish to use annuities as this …

Ignore the impulse and help your wallet and mental health

James Rixon All, Article Leave a Comment

More than a third (37%) of UK adults have regretted buying online on impulse, and that number jumps to more than half (55%) for people who’ve experienced mental health problems reports the Money Advice Service in their blog. Are you finding it hard to ignore the impulse to splurge? Read more here and take a look at the handy Shopper …