News & guides

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Breathe a sigh of relief this tax year-end

Breathe a sigh of relief this tax year-end

Story 18/02/19

The 2018/19 tax year end is fast approaching, which means now is the time to review your tax position. There are certain steps you can take to ensure you remain ahead, and we start by looking at reliefs, specifically pension tax relief.

Shareholder protection – what happens to my business if I die?

Shareholder protection – what happens to my business if I die?

Story 15/02/19

If you haven’t yet made a plan for what'll happen to your business in the event of the death or critical illness of a director, key shareholder or star employee, here's what you need to know.

Get your finances in order with the ‘PIMPSI' rule

Get your finances in order with the ‘PIMPSI' rule

Story 12/02/19

Joe Swanson, an independent adviser at AFH Wealth Management, looks at what you need to be thinking about when it comes to creating your financial plan.

The risks of leaving inheritance tax planning too late

The risks of leaving inheritance tax planning too late

Story 05/02/19

The risks, costs and delayed timescales that can be involved in deathbed IHT planning could mean if you leave it too late, it could cost your beneficiaries a lot.

The pensions cold-calling ban means you should act now

The pensions cold-calling ban means you should act now

Story 31/01/19

With the ban on pensions cold-calling, the Government is urging people to seek independent financial advice. But what does this mean if you need help with your pension?

Filling the pensions hole for the self-employed

Filling the pensions hole for the self-employed

Story 28/01/19

Automatic enrolment has seen almost 10 million people join a workplace pension arrangement since its launch. However, it's missed out those who are self-employed.

Why is inheritance tax - the 'most hated tax' - so complex?

Why is inheritance tax - the 'most hated tax' - so complex?

Story 23/01/19

The OTS's IHT simplification review highlights a variety of issues with the current UK inheritance tax system - making it wise to review your inheritance tax planning opportunities now.

Splitting up - how to make the right financial decisions

Splitting up - how to make the right financial decisions

Story 21/01/19

A separation or divorce can be one of the most emotionally turbulent experiences, yet it’s also a time that requires clear-headed thinking. We look at the important areas of financial planning you may need to consider during a break-up.

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