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Monthly Archives: April 2016

Brexit


Impact on financial markets ahead of the EU referendum With an increasing focus on ‘Brexit’, our investment clients will naturally be monitoring the impact on financial markets ahead of the referendum scheduled for Thursday 23 June.

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Small gifts that don’t create an Inheritance Tax liability


HM Revenue & Customs allows you to make a number of small gifts each year without creating an Inheritance Tax liability. Remember, each person has their own allowance, so the amount can be doubled if each spouse or registered civil … Continue reading

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Death and taxes


No longer a tax that only the richest people in society have to face As Benjamin Franklin said, the only things that are certain in life are death and taxes, and Inheritance Tax touches on both of them. When you … Continue reading

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Tax-efficient investments


Options to minimise how much tax you pay By understanding which investments are the most tax-efficient, you can make the most of your options to minimise how much tax you pay. As well as deciding what to invest in, you … Continue reading

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Investing for success


Achieving your goals by weighing the potential risks alongside the prospective returns Successful investing involves making choices that meet your unique needs today and your financial goals for the future. A well-defined investment strategy is one of the cornerstones of … Continue reading

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