Monthly Archives: September 2013

Time to aim for higher returns

Posted on September 3, 2013 by - Uncategorized

Taking a different approach to investments can generate greater wealth

When it comes to taking investment risk to secure a higher return, those aged 55 and over are most likely to be taking the lead with Stocks & Shares Individual Savings Accounts (ISAs), according to research from Standard Life (08 April 2013). Over one in ten (11 per cent) of 55 and overs invest in the stock market via their ISA, compared to just 7 per cent of 35 to 44-year-olds. (more…)

Estate preservation

Posted on September 3, 2013 by - Uncategorized

Helping you to look after and maintain your wealth in the most efficient way

If you are UK domiciled, Inheritance Tax (IHT) is currently charged at 40 per cent and is payable on your estate once your net assets exceed £325,000. For some married couples and registered civil partners, any unused percentage of the available allowance from the estate of the first to pass away may be claimed when the second spouse dies. Once the domain of the super-rich, wide-scale home ownership and rising property values have meant that more and more people need to implement an estate preservation strategy to protect their wealth. (more…)

Roads to wealth

Posted on September 3, 2013 by - Uncategorized

Financial challenges facing Britain’s young adults

Skandia’s study about the roads to wealth for Britain’s youth highlights the financial challenges many young adults experience as they move away from home to establish themselves as independent individuals. (more…)