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Economy, Property, Tax, Portfolio, Markets

Budget update
for investors

Wendy Spires takes you through a quick budget update after Chancellor George Osborne’s 17 March Budget announcements. In his 17 March Budget announcements, Chancellor George Osborne unveiled a slew of tax breaks for savers, first-time property buyers and taxpayers at several income levels. However, the Budget also held a number of cuts and rule changes […]

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EIS VCT, Expert Opinion, Protecting Your Wealth, Tax, Wealth & Tax Planning

Enterprise investment schemes – A conversation with Lord Howard Flight

Howard Flight, Chairman of the EIS Association answers burning questions about the Enterprise Investment Scheme and how it can benefit you. What puts people off Enterprise Investment Schemes, the perils of passing laws “on the hoof” and how the French are now copying us. Tory peer Howard Flight, Chairman of the EIS Association, is in […]

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DIY Investor, Financial Planning, ISA, Protecting Your Wealth

Putting up with poor ISA performance?

Many people are putting up with poor ISA performance and having their investments in these tax wrappers managed ineffectively explains Wendy Spires. While election season may be upon us, investors need to remember that it is also ISA season too. Ensuring that you (and perhaps other members of your family) use up your Individual Savings […]

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Protecting Your Wealth, Risk, Tax

Changes to tax on trusts:
What you need to know

Establishing multiple trusts can be a useful IHT mitigation technique, but wealthy individuals need to be aware of important changes to tax on trusts. The government announced in the Autumn Statement that, following three rounds of lengthy consultations, it had abandoned earlier proposals to split the nil rate band among multiple trusts established on different […]

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Family, Retiree, ISA, Services, Tax Efficiency, Wealth Management, Young Professional

Wealth management for ISAs

ISAs are a vitally important wealth management tool; it is vital to ensure your investments are optimised and that the allowances of the whole family are maximised every year.

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