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Factsheets

Please see our latest factsheets below:

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...
Drawdown is an alternative route for pension savers who don’t want to purchase a traditional annuity on retirement...
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...
Planning your global investment strategy, utilising tax-efficient vehicles to meet your future circumstances.
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...
Helping you protect your wealth is an important part of what we do and, one thing is certain, you need to plan to protect your wealth from a potential Inheritance Tax liability...
We appreciate that making sense of your planning objectives and finances requires even more time and effort in today’s constantly fluctuating economic environment...
NMA of the year shortlist certificate - received for the 3rd year running.
In his budget speech on 22 April 2009, the Chancellor set out his measures to steer the economy towards recovery, with a focus on delayed tax increases. A summary of the main Budget proposals follows...
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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