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business property relief

Tony Wickenden: Using VCTs and EISs in retirement planning

Consideration of non-pensions related tax-advantaged investment is becoming more necessary This week I want to take a look at where things stand in relation to pensions and planning using tax-advantaged investments following the Spring Statement. With the increasing impact of the lifetime and annual allowances, consideration of non-pensions-related tax-advantaged investments is becoming ever more necessary […]

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Harwood Wealth buys Ascot IFA

Harwood Wealth Management has acquired Ascot-based IFA Fund Management for £1.1m. Fund Management, which has assets under advice of £34m, was jointly owned by Ian and Diana Head. The firm will operate as its own brand and Ian Head will remain at the business as an adviser. Harwood Wealth non-executive chairman Peter Mann says: “We […]

Are your business efficiencies working against you?

The pursuit for efficiency can often lead to just the opposite for adviser and client.  The word “efficiency” is thrown around during business technology presentations with the precision of my two-year-old son navigating his way through beans on toast. It is easy to tell him to eat his dinner nicely but turn your back for […]

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IFAs target small pots for drawdown advice

The number of IFAs who will consider drawdown for clients with pots of under £50,000 continues to grow, according to Cicero Group’s annual adviser study. This year the research finds over three-quarters or 78 per cent of advisers would consider drawdown for those with pots under £50,000, higher than the 69 per cent in 2015. Similarly […]

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For better or worse, or to save IHT!

Karen Playfair, Senior Marketing Consultant I recently got married, and my husband and I realised that as a result we should review our wills – not one of our most romantic moments, but possibly one of our more sensible ones! And even though we both previously had wills, it turns out that when you get […]

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