Author Archive

Written by Colin Caulfield | Director

Trusts And The New IHT Rules

23/05/2017 | No comments

How using a Will Trust may increase your IHT... Read more

Further bank advice failings uncovered... Read more

Written by Colin Caulfield | Director

Why A Will Is So Important

04/04/2017 | No comments

Many people do not stop to consider how much they will be worth financially upon... Read more

Written by Colin Caulfield | Director

Your Home And Inheritance Tax

30/03/2017 | No comments

How the new rules can save tax - but be aware of the... Read more

Reports raise the possibility of people haivng to work longer to qualify for a state... Read more

Inheritance Tax an issue for NEST pension... Read more

In some cases, a staggering... Read more

In most cases, pension benefits are free of Inheritance Tax... Read more

Written by Colin Caulfield | Director

Beware Of Pension Fraud

08/02/2017 | No comments

Pension scams on the... Read more

St James’s Place accused of a lack of transparency over its hefty exit penalties and... Read more

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