The Government Incentive To Save

My son will be 18 and I want to pass him £4,000 soon in recognition of his achievements? It’s impossible to suggest the most suitable investment without understanding a person’s needs in detail. However, I believe the new Lifetime Individual Savings Account (LISA) is worth consideration and there are already a variety of deposit and investment […]

IHT Windfall to Follow Rise in Millionaire Numbers

Rise in millionaire numbers will mean even more pushed into the UK inheritance tax net. According to recent research carried out by financial services company NFU Mutual there could be a rise to almost 500,000 millionaires in the UK this year meaning the growth in wealth will push more people into the inheritance tax net […]

Marriage Tax Allowance – What Is It?

As you may be aware the Government has introduced a tax break called the Marriage Tax Allowance. The allowance, which came into effect from 6 April 2015, is available to couples who are married or in a civil partnership and enables a transfer of a proportion of their tax free personal allowance between them. The […]

Care and the Conservatives – General Election 2017

With the General Election looming over us and the election polls ever-shifting, nobody knows which way the scales will tip on 8th June.  However, there have been some interesting topics for discussion raised in the recent weeks. As many will have seen in the recent press, care and the ‘capping’ of care costs is a hot […]

The FTSE 100

The FTSE 100 – the “Footsie” – is the UK stock market index which garners most of the headlines. It was launched on 31 December 1983 with a base value of 1,000. Today it is about 7,550, which equates to an average annual return (excluding dividends) of 6.2%.  RPI inflation over the same period averaged 3.5% […]

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