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Magic Number

29th August 2017

How much money do I need to retire? Or to put it another way, what is my magic number? You may not know this, but all of us have a magic number. And this is either an amount of capital or an amount of income with which we will... read more

Posted in: Financial Planning, News

Have Pensions Got Interesting?

4th August 2017

Is it me, or have pensions got interesting? In our brand new vlog, Director Jeremy Woodley discusses the current pensions world and how recent changes have increased freedom and flexibility. To view the video, please click here. To review your retirement plans, please contact us.   read more

Posted in: Financial Planning, News, Pensions

The State Pension Age Rise

20th July 2017

An overview of the state pension age rise 6 million people will be affected by the recent Government announcement that the state pension age rise to 68 will now be brought in between 2037 and 2039. This was originally set to be phased in from 2044. The Government has also committed... read more

Posted in: News, Pensions

An Update on Changes to Domicile Rules

17th July 2017

Changes to domicile rules are on their way. The Financial Secretary to the Treasury has released a written statement regarding changes to domicile rules. In this statement it’s made clear that the items dropped from the Finance Bill on the calling of the General Election will be reintroduced in... read more

Posted in: Capital Gains Tax, Inheritance Tax, News

The Cayman Islands Pension Reforms

16th June 2017

The Cayman Islands Government has made recent pension reforms to its laws, which will come in to effect at the end of 2017. Here’s an overview of these reforms and what they may mean for you. About the Cayman Islands Pension Reforms The reforms now place the Cayman Islands alongside... read more

Posted in: Financial Planning, News, Pensions

Updated Inheritance Tax Guide

19th April 2017

Introducing our new Inheritance Tax Guide. In 2015-2016 over £4.7 billion was paid to the UK Government in Inheritance Tax (IHT) revenues. Prior planning and preparation can significantly reduce the amount you pay. We have created an easy-to-follow guide to help you understand and reduce Inheritance Tax, and help... read more

Posted in: Financial Planning, Inheritance Tax, News

Changes to the Tax Treatment of Non-Domiciles

30th January 2017

New Tax Rules for UK Non-Domiciles are to come into effect from 6 April 2017. Draft legislation on most of the changes has been included in the Finance Bill 2017 which was published on 5 December 2016. There have been some changes since the previous proposals, in particular the... read more

Posted in: Capital Gains Tax, News, Tax

Attention Anyone Living in Scotland

20th December 2016

Those living in Scotland face higher tax bills The Scottish Parliament announced their budget for the 2017/18 tax year on 15 December 2016. Rather surprisingly they have decided to subject Scottish taxpayers to a higher tax bill than those in the rest of the UK. For anyone living in... read more

Posted in: News, Tax

Probate Fraud – Money, Misuse and Manipulation

1st December 2016

In a situation as sensitive as probate, committing fraud may seem almost incomprehensible.  This does not, however, mean that it does not occur, with some individuals abandoning any consideration for the bereaved and committing fraud in regards to the assets of the deceased. By taking advantage of the dead... read more

Posted in: Estate Planning, News

Deferring to a Better Pension

8th November 2016

Pension planning must be a flexible process – changes in legislation and retirement ages means it is important to constantly review and reassess the best course of action. Tricks of the trade can help too, and a little known method in which to boost retirement income is through the... read more

Posted in: Financial Planning, News, Pensions