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by Alexander Beard Group, on Dec 16, 2019 12:33:16 PM

Inheritance tax is deeply unpopular, there’s no denying it. According to a 2015 YouGov poll, 59 per cent of the population think it’s unfair. So whichever party is in power …

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Topics:Inheritance TaxUKUSA

by Alexander Beard, on Jul 8, 2019 10:03:15 AM

Following an in depth study conducted by the National Centre for Social Research (NCSR) and the Institute for Fiscal Studies (IFS), it has been discovered that only one in four …

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Topics:Inheritance TaxTax

by Alexander Beard, on Jun 10, 2019 11:20:43 AM

Benjamin Franklin famously said, ‘In this world nothing can be said to be certain except death and taxes’. And if your estate is valued at over £325,000, everything above this …

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Topics:Inheritance TaxTaxTips

by Alexander Beard, on Apr 18, 2017 11:13:02 AM

When someone dies and leaves a will, an executor is usually appointed in the will to deal with the deceased person’s estate – their money, property and possessions. Before they’re …

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Topics:Financial PlanningInheritance TaxTax

by Alexander Beard, on Jan 19, 2016 3:38:56 PM

So what happens if I die without a Will in place? Figures show that over 50% of adults with children in the US and UK do not have a Will …

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Topics:Inheritance TaxTaxTipsUKUSAWill Writing

by Alexander Beard, on Oct 20, 2015 10:27:17 AM

Major changes to the tax charges that apply to benefits paid on the death of a pension scheme member have taken effect from 6 April 2015. These changes affect uncrystallised …

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Topics:Inheritance TaxPensionsUK

by Alexander Beard, on Jun 19, 2015 12:03:28 PM

Recent HSBC research identified four broad actions which may help today’s retirement savers to create an informal plan and work towards a better financial future for themselves. 1. Be realistic …

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Topics:Financial PlanningInheritance TaxRetirement

by Alexander Beard, on May 7, 2015 10:13:08 AM

According to HMRC, 45% of savers in stocks and shares ISAs are aged 55 or over. These savers already understand the mantra of ‘gross is good’ and have chosen an …

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Topics:Inheritance TaxISAPensionsSavings

by Alexander Beard, on Apr 2, 2015 3:10:14 PM

1 – How long will my money have to last? We now tend to live longer. An average 65 year old in good health is expected to live for another …

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Topics:Inheritance TaxPensions

by Alexander Beard, on Feb 9, 2015 12:32:32 PM

With recent reports from the Autumn Statement suggesting most of the UK economic indicators are moving in the right direction, it doesn’t mean we can suddenly afford to ignore our …

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Topics:Financial PlanningInheritance TaxInvestmentsMortgagesTaxUK

by Alexander Beard, on Dec 15, 2014 11:25:37 AM

Many clients will have already seen our Autumn Statement Summary, which analyses in detail the main points from The Chancellor’s Autumn Statement, made on 3rd December. Like many major government …

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Topics:AnnouncementsInheritance TaxISAPensionsTaxUK

by Alexander Beard, on Sep 1, 2014 9:53:19 AM

Much has been written about the new dawn of pensions flexibility ushered in by the Chancellor in his last budget. Amidst the thunderous applause and cries of ‘long overdue!’ from …

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Topics:Inheritance TaxPensions