News and Events - Page 6

Partner Colin Frame shares some thoughts on Farm Succession Planning. In simple terms when we talk about farm succession we…

Despite the rapid spread of the new Omicron variant, the final quarter of 2021 was a positive one for those investors with well-diversified portfolios.

Did you know that you are able to contribute to someone else’s pension? And there may be tax benefits as a result.

In this second of two articles on Inheritance Tax (IHT) we explain our approach to reviewing your IHT position and the planning measures that can help you to reduce your IHT liability and pass your estate on to your loved one.

Despite a fairly strong start, the third quarter of 2021 has been a bit more challenging for investors, particularly during the last month.

We take a look at the options and also the misconceptions around ethical investing.

Inheritance Tax (IHT), once only the bane of the wealthiest, is now a charge that affects a wide cross-section of society. In this article we try to shed light on some of the complex rules surrounding IHT.

In this webinar we will explain, using some some simple software, how easy planning for the future can be.

Do you think you would be able to spot the signs of a pension scam? Pension scams are on the rise but there are simple precautions you can take to keep safe.

Overall, the last quarter was pleasing for investors and the economic picture remained rosy. Successful vaccination roll-outs in many…

14 July 2021

During a year like no other, we are feeling quite buoyed by how we managed our operations during 2020….