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Posts Tagged ‘Fund Portfolio’
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Thursday, July 15th, 2010Inheritance Tax Planning – most UK adults have no Will
Thursday, April 29th, 2010Over half of adults in the UK are neglecting the need to make a will to ensure efficient inheritance tax planning, according to a new survey published this week by Barnardo’s. The children’s charity has also revealed that almost three-quarters (74%) of cohabiting couples also have no will in place.
Professionals rely on parents’ wealth for their retirement planning
Wednesday, December 16th, 2009Adult professionals are more dependent on their parents for a financial lifeline than ever before, as over half in the age range 35-45 declare they rely on their inheritance to finance their retirement planning. These are the conclusions of the charity Elizabeth Finn Care, which specialises in assisting professional people in need of financial and [...]
Make a will, or face the wrath of John Wayne
Friday, December 11th, 2009A land dispute now in progress between the Blackfoot Tribe in Montana and the US Government shows yet again how making a will is an essential part of financial planning.
Much of the land held by native Americans (formerly known as American Indians) is held in group ownership, a legacy of the days when John Wayne conquered the great plains, and native Americans were not permitted to write a will.
Taxman looks forward to Inheritance Tax on £2.15 trillion
Wednesday, December 9th, 2009New figures from Aviva reveal why Inheritance Tax (IHT) is one of the most important sources of revenues for the UK taxman. There are currently £2.5 trillion in assets earmarked by parents as inheritances for their children and relatives, the insurer announced this week. This staggering sum is held by two-thirds of over-55s covered by [...]
Writing a will essential for family and tax reasons
Friday, November 20th, 2009Twenty-eight million people in the UK currently have no will, according to new data* published this month. Writing a will is crucial to ensure a smooth process of wealth transfer for your family, and efficient inheritance planning can save you thousands in Inheritance Tax (IHT). If you have no will in place, you have made [...]
Investors lose thousands by not reviewing investment portfolios
Monday, November 2nd, 2009Investors who fail to regularly review their funds investments are losing thousands by leaving cash invested in underperforming funds, a new report has revealed. The amount of cash in badly-performing so-called ‘dog’ funds has almost doubled in the past year, from £7.2bn on 31 December 2008 to £14.22bn at the end of September 2009. The [...]
Waking the dead: Penalties for late Inheritance Tax
Monday, August 17th, 2009HM Revenue and Customs has announced an increase to 3% of the interest charge on all late payments of Inheritance Tax, effective from September 2009.
Personal finance tips for newly weds
Friday, July 24th, 2009As you step over the threshold into married life, you should know that the world of your personal finances has changed forever as well. There are a number of financial matters to consider, and steps to be taken, as you and your partner embark on your new journey. Here are our top tips on what you should be thinking about, as you return from honeymoon.
Where there’s a will – sorting your inheritance planning
Wednesday, July 15th, 2009As the old saying goes, where there’s a will, there’s a relative – and arguments relating to inheritance can cause conflict and bitterness that can break even the most close-knit of families. At the very least, an outdated or badly-written will can fail in its primary objective: to ensure a smooth inheritance process. All the more important, therefore, that [...]
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