Time to review your Will?

Until 2007, it was standard advice to people whose estates would potentially be liable to pay inheritance tax to include in their Will a trust into which part of the value of the estate would pass. In most cases, this is no longer appropriate. The reason for the trust...

Three minutes with…

Emma Prescott joined our team to provide administration support to the financial advisers.  Let’s find out a little bit more about here in three minutes… Summarise what you do in one sentence: Corporate employee benefit advice, administration and broking....

Longevity

Greg McClymont, the Pensions Minister in the coalition government, has produced an interesting report on an academic study of longevity. It was Mr McClymont who, when asked in an interview what if anything kept him awake at night, replied “Andy Murray’s second serve”....

Year-end tax planning

The tax year end is approaching and calls for a review of personal finances: Pension contributions The maximum pension contribution on which tax relief can be claimed in any one year is £40,000, but if funds are being withdrawn under a flexible drawdown arrangement,...

Bank of England loose cannon

In the past the Bank of England has usually confined its public utterances to periodic pronouncements from the Governor,and has disdained to engage in populist discussion. However, its chief economist, Andy Haldane, has recently broken cover, with results which do...