Posted on September 3, 2013 by admin - Uncategorized
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…)
Posted on September 3, 2013 by admin - Uncategorized
The combination of the recent rise in gilt yields, positive market performance, gender neutrality changes, and the 20 per cent uplift in income levels announced by the Government earlier this year, can provide a substantial boost to the level of income available for female pensioners. (more…)
Posted on September 3, 2013 by admin - Uncategorized
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…)
Posted on September 3, 2013 by admin - Uncategorized
Posted on September 3, 2013 by admin - Uncategorized
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…)
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