Your Money

Income Lifetime Mortgages

[vc_row][vc_column][vc_column_text]Within previous articles – we have discussed Equity Release Mortgages whereby a lump sum is paid. There is now a new type of mortgage for

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Staying out of the dog house

[vc_row][vc_column][vc_column_text] Dog Funds You may have seen articles in the financial press referring to ‘dog’ funds, and wondered what the term means. If so, don’t

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Gifting early to avoid IHT

[vc_row][vc_column][vc_column_text] “Chancellor Philip Hammond earlier this year ordered a review of the IHT system… lifetime gifts can end up being taken into consideration for tax

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Make your cash work harder for you

[vc_row][vc_column][vc_single_image image=”31750″ img_size=”full”][vc_single_image image=”31749″ img_size=”full”][/vc_column][/vc_row][vc_row][vc_column width=”2/3″][vc_column_text]You cannot carry over your ISA or JIDA allowance once the tax year has ended – use it or lose

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Piggy bank with money

The Importance of Reviews

[vc_row][vc_column][vc_column_text]Several important changes to tax and benefits were introduced at the beginning of 2017/18. So it makes sense to review your financial planning regularly to

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Elderly woman being cared for

Long Term Care Planning

[vc_row][vc_column][vc_column_text]Following on from arguably one of Mrs May’s most divisive election mandates the ‘Dementia Tax’ it is worthwhile understanding what long term care is and

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Equity Release

[vc_row][vc_column][vc_column_text] Are you seeking to take advantage of the equity built up in your property by releasing equity from your home to be spent on

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Peace of mind with an up to date Will

Ensure your Will is ‘fit for purpose’

Sussex Will Writers, headed by Steve Worsfold, have over 15 years experience in helping customers write their Wills and arrange their affairs. Services We specialise

money

How to lose money at investing

There are inevitably times when your portfolio will be worth less than a previous high. In my experience there are certain mistakes that can make

Mortgage

Avoiding Equity Release Pitfalls

Whilst equity release can provide a financial lifeline for some people for others it can be a disaster. Most of the time the issues aren’t

Income Lifetime Mortgages

[vc_row][vc_column][vc_column_text]Within previous articles – we have discussed Equity Release Mortgages whereby a lump sum is paid. There is now a new type of mortgage for

Staying out of the dog house

[vc_row][vc_column][vc_column_text] Dog Funds You may have seen articles in the financial press referring to ‘dog’ funds, and wondered what the term means. If so, don’t

Gifting early to avoid IHT

[vc_row][vc_column][vc_column_text] “Chancellor Philip Hammond earlier this year ordered a review of the IHT system… lifetime gifts can end up being taken into consideration for tax

baby boomer retirement

Trends in baby boomer retirement plans

[vc_row][vc_column width=”1/2″][vc_column_text]Living through decades of increasing prosperity has undoubtedly given baby boomers a lot of advantages, but they can also face a number of challenges.

Make your cash work harder for you

[vc_row][vc_column][vc_single_image image=”31750″ img_size=”full”][vc_single_image image=”31749″ img_size=”full”][/vc_column][/vc_row][vc_row][vc_column width=”2/3″][vc_column_text]You cannot carry over your ISA or JIDA allowance once the tax year has ended – use it or lose

Inheritance Tax – Under the spotlight

[vc_row][vc_column][vc_column_text]According to figures from HM Revenues and Customs, inheritance tax (IHT) revenues are up again, with £5bn being paid in the 2017-18 tax year. This

Inheritance Tax – Where are we now?

[vc_row][vc_column][vc_column_text]If there is a UK tax that needed major overhaul, then Inheritance Tax (IHT) must be a prime candidate. Many families hear that the Chancellor,

Is it time to let the dogs out?

[vc_row][vc_column][vc_column_text]From time to time the finance pages publish lists of what are called ‘dog’ funds. You may have wondered what the term means and be

Can you really avoid inheritance tax?

[vc_row][vc_column][vc_column_text]Inheritance tax (IHT) was once famously described as ‘a voluntary levy, paid by those who distrust their heirs more than they dislike the Inland Revenue’

Your 10 Point Guide to Retirement

[vc_row][vc_column width=”1/2″][vc_column_text]Almost 700,000 people in the UK are planning to retire this year. This is our suggested checklist of the 10 things anyone going into

What does your retirement look like?

[vc_row][vc_column][vc_column_text]So you are in a workplace scheme. Job done? Not quite. Retirement may seem like a long way off but “life’s longest holiday” takes a

Piggy bank with money

The Importance of Reviews

[vc_row][vc_column][vc_column_text]Several important changes to tax and benefits were introduced at the beginning of 2017/18. So it makes sense to review your financial planning regularly to

Elderly woman being cared for

Long Term Care Planning

[vc_row][vc_column][vc_column_text]Following on from arguably one of Mrs May’s most divisive election mandates the ‘Dementia Tax’ it is worthwhile understanding what long term care is and

Equity Release

[vc_row][vc_column][vc_column_text] Are you seeking to take advantage of the equity built up in your property by releasing equity from your home to be spent on

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