Seven Easy Ways To Reduce Your Inheritance Tax Liability

On April 30, 2018

The shadow of Inheritance Tax (IHT) never seems to go away, as much as we’d all like it to. But there are a few things you can do right now to limit how much will go to the state when the time comes. Here are seven ways of reducing your bill: 1. One of a […]

Don’t Let Confirmation Bias Lead To A Poor Investment Strategy

On April 16, 2018

Seeking out information that reinforces our own thoughts and ideas while ignoring contradictory opinions is something we’re all guilty of. It is known as confirmation bias and can affect our decision-making process across the board, including our approach to investing. I frequently see clients who say, ‘I’m quite happy with my current investments, they seem […]

Using A Trust To Ensure Your Wealth Passes Down The Generations

On April 3, 2018

Many of us dream about creating a bequest for someone near or dear to us so that either during our lifetime or when we’re gone we can pass on some money to help them. Alternatively, you may wish to create a bequest to a charity that’s close to your heart. Often these bequests can be […]