Welcome to the Winter 2021 edition.
You can email, print or create a PDF using the convenient icons at the bottom right of each article.
Updates & Introduction
The Autumn Statement came and went with none of the forecast CGT and IHT changes coming to pass...
Read more
Tackling pension inequality – what needs to be done to close the gender pensions gap
For years, we have known that there is a gender pay gap. While much work has been done to tackle the issue...
Read more
Could your life insurance be making your Inheritance Tax problem worse not better
Have you taken steps to reduce your potential Inheritance Tax (IHT) bill?...
Read more
Case study – how portfolio lending can be a low-cost and effective option for some clients
When clients approach a financial planner looking to borrow money to buy a home...
Read more
Fewer over-55s are downsizing – here are 4 pros and cons to consider before moving home
Downsizing has been a popular strategy for retirees to boost their retirement pots, potentially giving you a cash lump sum if you buy a cheaper home...
Read more
Primed to rise? Inflation and property prices rise as interest rates remain low
Interest rates have been at an all-time low of 0.1% since 25 March 2020, when the Bank of England (BoE) faced the unprecedented effect of the pandemic...
Read more
