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Tag: financial planning

PD James’s estate to pay £8 million in inheritance tax

Britain’s ‘Queen of Crime’, novelist P D James left more than £22 million in her will when she died last November, probate records show. As well as writing 20 books and working as a senior…
Posted in Financial Planning
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How To Draw Up A 4 Point Financial Plan

We all know that we need to save for tomorrow, but it’s difficult to do something about it today. Understandably, financial planning is something we tend to ignore or put off, until something serious happens…
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ISAs That Offer Inheritance Tax Exemption

Is this you? Your house is worth more than £325,000 Your children will have to pay 40% inheritance tax (IHT) on a significant amount of your estate when you die This includes the ISA investments…
Posted in Financial Planning, Investments
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2014 – Time to get your finances into shape

The New Year often brings resolutions that last for a while and then somehow get overtaken by events; that annual diet, the idea that a ‘dry January’ would be good, the promise to never play…
Posted in Financial Planning, Investments, Mortgages, Pensions, Protection Insurance
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Inheritance Tax Planning

Inheritance Tax (IHT) is simply a tax on the money or possessions you leave behind when you die. It also applies to some gifts you may make while you are still alive. A certain amount…
Posted in Financial Planning
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