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Monthly Archives: April 2017

Untying the knot

Divorcees twice as likely to have no savings During a divorce, sorting out the finances is the most daunting part of a separation and divorce for most couples. Financial disputes can be a major stumbling block in the divorce process … Continue reading

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Road to Brexit

Biggest investment planning challenge over the coming years for all investors Brexit has created an air of uncertainty, and no one really knows what’s coming next or what it could all mean in the long term. On 29 March, Prime … Continue reading

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Pension freedoms

Retirement savers say they are still confused by the rules The second anniversary of the pension freedoms reforms took effect from April 2015, yet some retirement savers say they are still confused by the rules and want no more changes.

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An important part of your estate preservation process If you want to mitigate the effects of Inheritance Tax (IHT) on your estate, trusts can be an important part of the process. When you put cash, property or investments in a … Continue reading

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Its good to give

Inheritance Tax exemptions Making a gift to your family and friends while you’re alive can be a very effective way to reduce the value of your estate for Inheritance Tax (IHT) purposes and benefit your loved ones immediately.

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Foreign expats living in the UK

New regulations coming into force from 6 April 2017 As the tax year end approaches, people will be rushing to ensure they maximise their annual allowances and have their finances in good shape. This deadline applies equally to foreign expats … Continue reading

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Savings bug short-lived

Slipping back into old habits after a salary increase Workers have the best intentions to make the most of their saving potential when their salary increases, but they only consider doing this for up to a month before slipping back … Continue reading

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