Why business owners may want to consider a pension alongside their exit strategy
Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first
Passive portfolios hold equity and bond tracker funds on a buy and hold basis to seek capital growth at a low cost.
Growth portfolios hold a blend of active and passive equity and bond assets on a buy and hold basis to seek capital growth.
Guardian portfolios hold low-cost equity and bond assets to capture upside growth and aim to manage volatility to protect portfolio values from downside losses.
Fusion portfolios hold a combination of passive and active funds to capture upside growth and aim to protect portfolio values from downside losses.
Green Path portfolios hold equity and bond assets to take a positive approach to responsible investment.
Heritage portfolios hold actively managed investment trusts to gain greater capital growth over the longer term.
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From April 2016 the Dividend Tax Credit will be replaced by a new tax-free Dividend Allowance. The Dividend Allowance means that you won’t have to pay tax on the first £5,000 of your dividend income, no matter what non-dividend income…
Further to my recent blog which covered the reduction in the annual allowance for people with earnings from £150,000 from April 2016, it is apparent that up until this point there is a window where high earners can fund to…
From 6 April 2016 the Employment Allowance will be increased to £3,000 for some employers. However, from April 2016 incorporated companies where the sole employee is the director will now be excluded from receiving this allowance.
Since the introduction of retirement freedoms from 6th April 2015 the changes above have provided for further planning opportunities. Prior to 6th April 2015 only a dependant of the member could receive a drawdown income on the member’s death. Now…
US Investment Bank Morgan Stanley have just issued a so called “full house” buy alert on international stock markets. This “full house” buy alert is the first since February 2009 and effectively is calling the bottom of this summer’s equity…
Estate Capital would like to congratulate all the local businesses that have made the Swansea Bay Business Life Top 100 Companies. The annual awards sponsored by Barclays Corporate and PWC highlight the success of local enterprise. We are pleased to…
When the Board of the US Federal Reserve meet on Wednesday and Thursday this week they will debate whether to raise the US Fed Funds interest rate. If they do this will be the first rate rise from a developed…
A new National Living Wage (NLW) will be introduced from April 2016. This will start at £7.20 an hour with a rise to £9 an hour by 2020. The NLW will be compulsory for all working people aged 25 and…
In recent weeks all the financial news has been focused upon a solution for the Greek debt crisis. The referendum in Greece followed by the financial and political negotiations in Brussels, has keep this current Greek tragedy on the front…
