Some interesting advice for those with assets and wealth looking to plan for the future. Frances Brickwood, Principal Associate and Private Wealth expert at Weightmans, explores whether a deed of variation could be a viable option […]
Moving between Canada and the United States sounds simple until the paperwork arrives. Two tax authorities, two retirement systems, and two sets of rules can turn an ordinary financial life into a maze. For anyone […]
This is a handy guide on IHT and the benefits of a Life policy being in force, here’s the word from L&G; For many, Inheritance Tax (IHT) is a saving grace at the time of […]
Yep Inheritance tax receipts keep going up as more people hit the threshold. Here’s the latest analysis; HM Revenue and Customs (HMRC) has released its monthly figures which show that inheritance tax receipts hit £6.3 […]
Within the industry it’s well known that the house value isn’t the same as the rebuild cost, and that’s what matters if you need to make a claim – the total cost to rebuild your […]
Latest update from the FCA; The Financial Conduct Authority (FCA) has banned Paul Steel of Estate Matters Financial Ltd (EMF) from working in financial services. He will also pay £850,000 to the Financial Services Compensation […]
Insurance is a type of “subscription” where you pay a monthly fee called an insurance premium. In return, the insurance company covers the costs of possible emergencies. Although it’s a quite common concept, according to […]
Some investment ideas for the US market; With rising mortgage rates and the cost of living increasing, 2023 may seem like the worst time to invest in real estate. But, believe it or not, it […]
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