IHT Solution Wealth Preservation Account . . . There are so many options when it comes to inheritance tax [IHT] planning but one of the

The Benefits of Pension Consolidation Not everyone will be able to access all the new pension freedoms through their current pension scheme. Consolidating older pensions

How To Use The Residence Nil Rate Band In IHT Planning The residence nil rate band (RNRB) could save your clients up to £140,000 in

Why use salary or bonus sacrifice for pension funding? Pension contributions funded by the sacrifice are treated as employer contributions. Using an effective salary or

Are you ready to invest? Tips to help new investors get started Investing your money for the first time is a big step! It’s something

Why have your investments managed? We often hear the complaint, particularly with pensions, that they just haven’t performed very well.  Our response is “that is