Guide to Estate Preservation

Jordan Atkinson family, IHT, Investment, Stock Markets, Uncategorized Leave a Comment

Guide to Estate Preservation Passing on your wealth in the most tax-efficient way. Welcome to our Guide to Estate Preservation. Wealth transfer has become an important issue for many families today. Individuals with assets of any size should prepare for their eventual transfer whilst making provision for any tax or legal consequence. Read more here : Estate Preservation

Guide to Income Investing

Jordan Atkinson Article, Investment, ISA, Pension, Stock Markets, Uncategorized Leave a Comment

Guide to Income Investing Investing for income means choosing assets that are able to provide you with a regular income. This is in contrast to investing for growth, which focuses on how much your assets could gain in value. In our Guide to Income Investing, we consider the main investment asset classes that are used to generate a regular income. …

Lifestyle Planning

Jordan Atkinson family, future, Investment, Lifestyle, long term care, Pension, security, Stock Markets Leave a Comment

Helping you create the life you want. In our guide, we’ll help you identify where you are today and where you want to be, and what process to follow to create a plan that helps you achieve what matters most in your life. To find out more or to discuss how a comprehensive financial plan can support your lifestyle goals, …

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 …