The right investments can offer significant wealth enhancement opportunities. However, putting together an appropriate portfolio of investments is no small task. Your portfolio should be unique to you: it should deliver on your personal objectives and preferences.
Achieving Your Goals
Our expert team are experienced in portfolio construction. We can help you navigate the bewildering number of available products and strategies to create the best investment solution for you. We source opportunities from regulated providers and do not distinguish on anything other than quality of investment.
Whether you’re planning for a specific event or simply wish to improve your returns, we will help you form a pertinent plan and ensure your assets are invested as tax efficiently as possible.
Webinars - Inheritance Tax Planning (IHT)
This webinar looks at how financial advice should play a key part in your investment decisions when you consider Inheritance Tax (IHT) and succession planning. IHT is definitely no longer a concern just for the 'rich', with an increasing number of estates falling into the range impacted.
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Tax rates & allowances - Individual Savings Account (ISA)
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Online Calculators - Millionaire calculator
Enter the details of your savings and press calculate to see how long it will take you to become a millionaire.
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Brochures - Year End Tax Planning Guide 2021/22
Tuesday 5 April 2022 marks the end of the tax year. Make sure you use your current tax allowances and reliefs, which can help secure your long-term financial plans.
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Stocks are at record highs and have now risen for five months in a row. Such a hot streak is quite rare, happening only 11 times since 2009. An artificial intelligence (AI) investment boom is at the heart of the rally.
It is difficult to recollect a more seismic Budget in recent times. The last major changes to Inheritance Tax were made in 2006, but mainly in relation to Trusts. There was an expectation that Inheritance Tax reliefs would be reformed, most likely for landlords who lease out land which qualifies for Agricultural Property Relief (APR). It was considered much less likely that Business Property Relief (BPR) would be reformed, and there was a distinct lack of speculation in this regard.
Wednesday 5 April 2025 sees the end of the current Tax Year. Following the new Chancellor's plans to continue to freeze
and in some cases reduce tax-free allowances; it is more important than ever to make the most of some timely tax planning.
Wednesday 5 April 2024 sees the end of the current Tax Year. Following the Chancellor's continued plans to freeze and in some case reduce Tax-free allowances, it's more important than ever to make the most of some timely Tax planning.
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Haddington
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