Spring Budget 2017

What did it mean for your financial plans?

The Chancellor of the Exchequer, Philip Hammond, delivered his Spring Budget to Parliament on 8 March 2017. This Budget was the last one to take place in the spring. The Chancellor said last year that he wanted to simplify the whole business of setting taxes and government spending, which had become too complicated.

Passing on wealth without further tax charges

Over-55s risk falling prey to the inheritance ‘sibling tax trap’

On 6 April 2017, a new additional main residence nil-rate band (RNRB) was introduced, which allows for less Inheritance Tax to be paid in situations when a family home is left to children, grandchildren or certain other ‘qualifying beneficiaries’ – including stepchildren and foster children.

Golden years

Key to a positive retirement lifestyle

Unfortunately, some individuals do not realise the importance of planning for their retirement. The amount of money saved for retirement will eventually have a profound impact on how we live our lives and our standard of living in our golden years.

Navigating markets

UK and European investment company managers comment on the outlook post-Brexit

On Wednesday 29 March, Article 50 of the Treaty of Lisbon was triggered, formally notifying the EU that the UK intends to withdraw from membership and starting the clock for leaving negotiations.

Inside the mind of a scammer

Tactics investment fraudsters use to deceive over-55s

The Financial Conduct Authority (FCA) is urging over-55s to check that investment opportunities are genuine before they part with their money.