Life insurance and transferring wealth intelligently
Life insurance can be a very useful wealth transfer tool, providing several benefits around tax-efficiency and control – it need not be the preserve of only the ultra-wealthy.
Read ArticleLife insurance can be a very useful wealth transfer tool, providing several benefits around tax-efficiency and control – it need not be the preserve of only the ultra-wealthy.
Read Article2015 has been hailed as the “Year of Pension Freedom”, since from the end of this tax year on 5 April savers will have unprecedented autonomy over how they use their retirement pots. Individuals will be freed from the obligation to purchase an annuity for a large share of their money and instead will be […]
Read ArticleIf you missed the scramble for NS&I pensioner bonds, there are investment alternatives if you take proper financial advice, explains Wendy Spires. News abounds of websites crashes and jammed switchboards as investors clamour to access the market-beating bond rates on offer. It’s easy to see why savers are piling in. At a time when interest […]
Read ArticlePension Freedom in 2015 changes the game for your wealth, explains Emma Sterland from wealth manager Tilney BestInvest. In his Autumn Statement 2014, Chancellor of the Exchequer George Osborne confirmed a number of radical pension changes that will come into effect at the end of this tax year. With 5 April fast approaching, we’re introducing […]
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