Author Archives: Shelley McCarthy

Inheritance tax and life assurance

The MailOnline has reported that more than half a billion pounds will be paid in Inheritance Tax every year from …

Posted in Financial Planning, News | Leave a comment

Are you ready for the rate rise?

We heard yesterday that the Bank of England voted unanimously to hold interest rates at their historic low of 0.5% …

Posted in Financial Planning, News | Leave a comment

Retirement planning? What retirement planning?

A study conducted by Aviva last week concluded that one in ten say they will ‘work until they drop’. This …

Posted in Financial Planning, News, Retirement | Leave a comment

Sharp rise in inflation

The latest price inflation figures from the Office for National Statistics (ONS) show a sharp rise in the year to …

Posted in Financial Planning, News | Comments Off

Cash flow forecasting

We have recently completed a report for a client who is currently going through a divorce. Our client has her own …

Posted in Financial Planning, News | Comments Off

Pensions or ISAs?

With all the changes that have been announced to both pensions and ISAs in the Budget, which might be considered …

Posted in Investments, News, Retirement | Comments Off

Get 25% tax free cash now & the rest next year

When a subject line like this arrives in your email inbox, all you can do is sigh. I won’t mention …

Posted in News, Retirement | Comments Off

Closing an IHT planning loophole

Back in December 2013 I wrote a blog about HM Revenue & Customs (HMRC) closing an inheritance tax planning ‘loophole’ …

Posted in Financial Planning, News | Comments Off

Too poor to save?

Are you too poor to save any money each month? According to a new report from The Post Office, the …

Posted in Financial Planning, News | Comments Off

Are you comfortable with your pension?

At what level are you comfortable with your pension savings? According to a new report, those seeking a comfortable lifestyle …

Posted in Financial Planning, News, Retirement | Comments Off