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Factsheets

Please see our latest factsheets below:

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...
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...
Forward-looking parents are being given a new opportunity to set up tax-free investment accounts for their children...
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?
Protecting your family from financial hardship...
Choosing the right strategy in order for you to enjoy your retirement years...
Turning your pension fund into a retirement income...
Your Almary Green Resolution Accredited IFAs can offer assistance with this key part of the divorce process...
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...
Despite the current economic uncertainty as to what the future holds, pressure will continue for increased rates of taxation...
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...
You have until 5 April to use this tax year’s allowance or you’ll lose it forever...
A guide to show what will happen to your estate should you die before making a will (applicable to England and Wales).
Phasing out the compulsory retirement age, sheltering investment from tax, mitigating the effects of CGT, final salary pension changes, income drawdown...
Understanding whether you will benefit from a pension transfer can be very complex and you should always receive professional advice...
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...
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...
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...
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...
Buying a home is often one of the most important decisions that an individual may make during their life. Therefore, it is vitally important that as much information as possible is obtained beforehand...
Salary exchange arrangements can offer tax savings for employees and employers...
The prospect of spending long years in residential or nursing care is a daunting one to contemplate, and many of us choose to bury our heads in the sand and hope it will never happen...
ISA Surgery - use it or lose it, key tax planning tips, 50% tax rate, Shaping your portfolio, IHT mitigation, Ethical investment opportunities...
Don’t forget to take up your ISA allowance for this tax year by 5 April.
Planning your retirement income, financial protection for you and your family, the search for income, emerging markets...
NMA of the year shortlist certificate - received for the 3rd year running.
Creating wealth during an economic downturn, get your ISA skates on, how tax efficient are your finances? Savings tax refunds...
Tax-efficient Saving and Investment, Socially Responsible Investment...
Inheritance Tax Update, Transferring Assets, Retirement Muscle...
 
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