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News , Viewpoint

Viewpoint: Financial advice deserves to be trusted

Those who have never engaged with a qualified financial adviser might be confused about the benefits or even suspicious of doing so because of widely reported mis-selling issues during the

News , Viewpoint

Towry confirms deal to buy advisers Bluefin

The transaction for an undisclosed sum is expected to complete in the fourth quarter of 2013. Bluefin offers comprehensive financial planning and wealth management services to individuals across the UK

Analysis , Viewpoint

Earmark funds for the long term

Whether it’s travel, family, home comforts, ongoing work projects or all of the above presumably happiness and security, as opposed to worry, are key. In many ways the secret to

News , Viewpoint

Don’t rely on inheritance to fund retirement

New research from NFU Mutual reveals that one in seven Britons is clinging to the hope of inheriting property or cash from their parents to fund their own retirement. But

News , Viewpoint

Mansion tax could drop to £1.25m properties

Knight Frank said the proposed mansion tax would fall short of its revenue targets if set at the current proposal for a £2m threshold. It claims the proposed threshold and

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One week left to catch up with second home tax

HMRC’s Property Sales Campaign is aimed at those who have sold second homes in the UK or abroad where capital gains tax should be paid. It includes properties that have

News , Viewpoint

Will writing on offer for charity donation

Over the past 25 years, Will Aid solicitors and their clients have contributed £13.6m in donations to charities and during the same period £95m has been promised as gifts in

Analysis , Viewpoint

Seven steps for inheritance tax planning

One area that has escaped HMRC’s scrutiny is basic inheritance tax planning. Complex schemes are expensive to set up and liable to attack by HMRC, but inheritance tax planning needn’t

Analysis , Viewpoint

The benefits of medium term investing

Money sitting in cash in the bank can be adversely affected over the medium term by low interest rates and inflation. A solution to this is to use that money

News , Small Caps , Tax Efficient Investing , Viewpoint

Viewpoint: Investing in AIM could combat IHT

It may not seem particularly special, but these new rules should, finally, give this market the spotlight it deserves. Unfortunately, this new prominence is also likely to resurrect all the