Updates

Inheritance Tax – but perhaps not as we know it!

The Inheritance Tax (IHT) rules could be facing significant changes in the future. Following Philip Hammond’s request for a review, the Office of Tax Simplification (OTS) has recently published its report. The findings note there are many areas where IHT “is either poorly understood, counter-intuitive, requires substantial record-keeping, creates… Read More

The perceived value of advice

Ever wondered if the additional value of receiving financial advice has added to your investments? Interestingly, a survey of more than 1,000 investors in the UK by Legg Mason Global Asset Management revealed that on average, advised clients achieved returns of nearly 6.2% in 2018 from income-producing assets. This… Read More

Beware of scams!

You may have heard about being aware of fake HMRC websites and emails supposedly from them – in fact you’ve probably had more than one email, we certainly have! If this is news to you, we wouldn’t want you to be caught out. A little while ago Roger Eddowes… Read More

Spring Statement

In another week dominated by Brexit, the 13th March saw Chancellor Philip Hammond’s Spring Statement arrive without the usual fanfare, though it made repeated mentions of the dangers of a no-deal outcome. The Chancellor warned that a no-deal Brexit would make the economy smaller and weaker, with higher prices for… Read More

New Year’s resolutions

Have you made any new year resolutions? It’s a question that tends to divide people as, for some, it’s the first goal they set of the year and will continue to set (and hopefully achieve) throughout the year. For others, it’s a precursor to failure and so they choose instead… Read More
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