Topic: Wealth Creation

Essentials and indulgences

Posted on July 1, 2015 by - Investment, News, Protection, Wealth Creation

UK parents spend £28 billion on nation’s under-fives each year

UK parents spend around £35,000 on their children by the time they reach their fifth birthday, according to research released by Aviva. This adds up to a total of more than £28 billion[1] spent on the nation’s 4 million under-fives each year. (more…)

Gender disparity

Posted on April 29, 2015 by - News, Wealth Creation

Funding a post-work life will be difficult without sufficient planning

A new report has revealed a huge gender disparity when it comes to pension savings and income, indicating that funding retirement is likely to be a significant challenge for many women. (more…)

Life assurance cover

Posted on April 29, 2015 by - Retirement, Wealth Creation

Funding a potential Inheritance Tax liability

After taking the appropriate steps to put in place an Inheritance Tax planning strategy, if there is still the potential likelihood of a liability on your estate, or if you have made gifts which have created a potential liability for the recipients if you die within seven years, we can help you review how you could fund this liability in the most efficient way. (more…)

Trust solutions

Posted on April 29, 2015 by - Retirement, Wealth Creation

Different trust solutions to managing your wealth

We can advise you on a range of different trust solutions, each designed with a particular purpose in mind. Some types of trust  are treated differently for Inheritance Tax purposes. (more…)