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Budget 2011
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Government Pension Reform 2012
From October 2012, all employers in the UK will not only have to give their employees access to a pension scheme but will also have to contribute into it...
Changes to Pensions Legislation - New Opportunities
The Pensions World has changed over the past 12 months with new legislation and new product options developed to give a wider range of investment options...
Smart Money Magazine Autumn 2011
Planning for tomorrow, new pension rule opportunities, passing on wealth in a tax efficient manner, how to diversify your portfolio, social care costs, is your cash struggling to keep pace with inflation?
A Guide to Protection Planning
Protecting your family from financial hardship...
A Guide to Flexible Drawdown
Choosing the right strategy in order for you to enjoy your retirement years...
A Guide to Annuities
Turning your pension fund into a retirement income...
Form E Assistance for Clients
Your Almary Green Resolution Accredited IFAs can offer assistance with this key part of the divorce process...
Smart Money Magazine Spring 2011
Drawing your pension income, how much life insurance do you need, keeping your wealth in the family, ISA surgery, making the most of your investments...
A Guide to the end of tax year 2010/2011
Despite the current economic uncertainty as to what the future holds, pressure will continue for increased rates of taxation...
A Guide to Investment Planning
There are different types of risk involved with investing, so it’s important to find out what they are and think about how much risk you’re willing to take...
ISA Guide 2010/2011
You have until 5 April to use this tax year’s allowance or you’ll lose it forever...
The Laws of Intestacy (England & Wales)
A guide to show what will happen to your estate should you die before making a will (applicable to England and Wales).
Smart Money Magazine Autumn/Winter 2010
Phasing out the compulsory retirement age, sheltering investment from tax, mitigating the effects of CGT, final salary pension changes, income drawdown...
A Guide to Pension Transfers
Understanding whether you will benefit from a pension transfer can be very complex and you should always receive professional advice...
A Guide to Inheritance Tax Planning
One of the great things about wealth is knowing that it can be passed on to others. Your wealth might encompass businesses, property and investments in the UK and abroad that require specialist considerations...
M+A Partners Autumn 2010 Newsletter
Renewable Energy and tax incentives, Coalition consults on changes to tax legislation, HMRC cuts will bypass agents VAT, A major blow for salary sacrifice arrangements, More paternity leave from April 2011...
Offshore bonds for UK companies
If you have a small to medium enterprise (SME) with cash reserves sitting on deposit, it may be worth you considering investing a portion of this capital in offshore bonds...
Gifts - a guide to tax efficient giving
In some instances, the Chancellor will charge you tax on the gifts you make. This factsheet shows you how this can be minimised—and perhaps avoided altogether...
A guide to Self Invested Personal Pensions (SIPPs)
Self investment is becoming increasingly popular, as it offers wide-ranging flexibility in investment options together with the ability to retain control of the investments you make...
Salary exchange arrangements
Salary exchange arrangements can offer tax savings for employees and employers...
Key Person Insurance Cover
Protecting your business against the unexpected is vital, and help at the times you need help can be the difference between overcoming the unexpected or falling foul of it...
Smart Money Magazine Spring 2010
ISA Surgery - use it or lose it, key tax planning tips, 50% tax rate, Shaping your portfolio, IHT mitigation, Ethical investment opportunities...
ISA Guide 2010
Don’t forget to take up your ISA allowance for this tax year by 5 April.
Smart Money Magazine Autumn 2009
Planning your retirement income, financial protection for you and your family, the search for income, emerging markets...
New Model Adviser Certificate
NMA of the year shortlist certificate - received for the 3rd year running.
Smart Money Magazine Spring 2009
Creating wealth during an economic downturn, get your ISA skates on, how tax efficient are your finances? Savings tax refunds...
Smart Money Magazine Autumn 2008
Tax-efficient Saving and Investment, Socially Responsible Investment...
Smart Money Magazine Winter 2007
Inheritance Tax Update, Transferring Assets, Retirement Muscle...
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