Resources

Resources

fu-dec21-active-vs-passive

Finance Update December 2021

Active V Passive: What’s best for you?

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fu-dec21-education-costs

Finance Update December 2021

Paying for further education: Careful planning to understand the costs.

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wealthknowledge-dec21-blue

December 2021

  • Equity release market on course for record-breaking year
  • UK Economy on verge of regaining pre-Covid peak
  • Tax reporting deadline for additional property sales extends
  • DWP to ban flat-fee charges on small pension pots
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Wealth Knowledge November 2021

November 2021

  • Savers exposed as lifetime allowance protection wanes
  • Pandemic prompts spike in over-50s seeking advice
  • FOI request shows that HMRC is not collecting MPAA data
  • 1 in 4 estates overpaid inheritance tax on life policies
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Talking Money November - December 2021

How can I protect my wealth from inflation?

Five questions to ask before inflation really takes off.

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Wealth Knowledge October 2021

October 21

  • Curtain comes down on stamp duty land tax holiday
  • New trust registration service sets trustees’ deadline
  • Post-pandemic Britain faces £371bn savings shortfall
  • National Insurance rise to help fund social care costs
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Wealth Knowledge September 2021

September 21

  • Stamp duty land tax holiday fuelled equity release spike
  • ‘Auto-consolidation could help savers track their pensions’
  • Capital gains tax receipts climb 3% to record-high
  • UK economy set to grow at fastest rate since records began
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Talking Money Magazine July -Aug

Pension boost

Are you claiming all the generous tax relief you’re entitled to?

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Wealth Knowledge August 2021

August 21

  • Pensions tax trap catches out thousands more savers
  • Lower stamp duty land tax threshold in place until October
  • Environmentally-focused green savings bond details emerge
  • Retirees set for bumper state pension rise in 2022/23
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Talking Magazine March - April

Reduce your inheritance tax bill

10 Ways to protect your estate for your loved ones

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