[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

[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

[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

This is the amount that West Sussex residents could expect to pay for their long-term care in a residential home. Fortunately, Carewise is available to

[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.

[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

[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

[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,

[vc_row][vc_column][vc_column_text]Income drawdown is where you leave your pension pot invested and take an income directly from it, instead of using the money in your pot

[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

[vc_row][vc_column][vc_column_text]What kind of retirement do you want? Spending some time working out a plan of action is important as there are options open to you

[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’

[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

[vc_row][vc_column][vc_column_text]If you’re looking to get a better return from your money than you can from your bank account, then the time might be right to

[vc_row][vc_column][vc_column_text]Since the introduction of the new pension freedoms in April 2015, more and more retirees have opted to take flexible withdrawals from their pension funds

[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

[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