Paying tax on death is one of the most frustrating taxes of all to pay but fear not, there is a way around Inheritance Tax which is legal and provides fantastic benefits to the ones you leave behind. So you pay tax on anything you earn, when you want to buy a house,...
I met with one client the other day who is thinking of retiring soon but is unsure whether he has built up enough savings and so asked me how long will retirement savings last? The reason why this client and many others feel this is an important question is because if...
For some people, receiving an inheritance can be a daunting time as they have never had to think of ways of dealing with an inheritance before. It may be a large sum of money, bigger than anything they have had to manage before. As rapper the Notorious B.I.G. once...
Investment in Shares or Mutual Funds When it comes to investing, the level of risk you are willing and able to take has a big affect on your investment choices especially when it comes to an investment in shares or mutual funds. First lets look at shares. When you own...
Pension tax free lump sum on retirement I get a lot of questions around the pension tax free lump sum on retirement. Most people are aware they can take a tax free lump sum on retirement from their pensions but are unsure how much and how it works. This article aims...
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