Self-invested personal pensions (SIPPs) – A quick guide
This guide explains the key benefits – and challenges – of investing via a SIPP and outlines when the affluent might need to take professional advice.
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Why ISAs (and JISAs) are vital wealth management tools
What is an ISA and how much is my allowance? In simple terms, ISAs (Individual Savings Accounts) and their Junior equivalents are tax shelters for your savings and investments. Interest earned on other savings (or current) accounts may be liable for income tax once an individual’s Personal Savings Allowance has been reached. Basic rate taxpayers […]
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5 signs you need a wealth manager
You don’t necessarily have to be “wealthy” to need a wealth manager explains Lee Goggin, co-founder of findaWEALTHMANAGER.com. It’s of course to be expected that what constitutes “wealthy” changes over time. People used to aspire to being a millionaire, but research shows you need at least £10mn to be considered wealthy today. With house prices […]
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Essential tax planning
tips for year-end
Dani Glover, head of financial services for London, and Tina Riches, national tax partner at Smith & Williamson, the accountancy, investment management and tax group, highlight some year-end planning issues to consider. With the current tax year ending on 5 April 2017, it’s time to get your tax affairs in order. There may be planning […]
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