Posted on October 28, 2013 by admin - News, Protection, Uncategorized
By establishing a trust, you could protect your assets for future generations and protect your family business, in addition to offering charitable and other social benefits. (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
Tying the knot does bring financial advantages. Tax and pensions are probably the least romantic reasons for getting married, but there are a number of ways to benefit from your marital status. (more…)
Posted on August 21, 2013 by admin - Protection
Inheritance tax (IHT) is becoming an issue for an increasing number of people in the UK. None of us likes to entertain the thought of our own death and what would happen to our family after such an event. However, a financial plan for your death is vital, especially if you have dependants. (more…)
Posted on August 21, 2013 by admin - Protection, Retirement
As much as we might not want to think about it, we are all going to die one day. Most of us know that we should write a will, but most of us never get round to it. Do you fall into this category? If the answer is ‘yes’, as the New Year approaches make writing your will your top 2014 resolution. (more…)
D O'Kane Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.
© 2014 D O'Kane Financial Services Ltd. All rights reserved.
