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

Only 5% are Prepared for the Future

8th August 2017

Whenever we spot a new wrinkle or grey hair, we often pause for a moment and consider how the years are rolling by. Most of us at some point will also worry about how our health might deteriorate in our later years.  In a recent study by Irwin Mitchell,... read more

Posted in: Uncategorized

Factoring Overseas Assets into Your Will

Writing a Will is the best way to decide exactly what will happen to your assets after you die. It’s important though to remember that you can determine what happens not just with your assets in the UK, but international assets too. It’s no longer unusual for people to... read more

Posted in: Financial Planning

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

Can a Trust Help You?

16th May 2017

There are few taxes more unpopular than Inheritance Tax. A poll by the financial website, loveMONEY last year found that an incredible 90% of Brits believe it is unfair. However, there are a number of perfectly legitimate ways to reduce the amount of tax your estate will have to... read more

Posted in: Estate Planning

Is One Lasting Power of Attorney Enough?

2nd May 2017

How we look after older people requiring care is at the top of the national agenda at the moment, as the Government grapples with the care funding crisis. More people than ever before need care in their old age, with dementia a growing problem. According to the Alzheimer’s Society,... read more

Posted in: Estate Planning