Read about upcoming changes to Trusts and Trust Registration Service deadlines
Thursday 26 May 2022
The deadline for registering express trusts with the Trust Registration Service (TRS) for the first time is September 1st 2022. Call now for advice
Estate Planning
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Howard Goodship, Chartered Financial Planner - Inheritance Tax Solutions
Tuesday 20 April 2021
If you require inheritance tax planning advice read this article as it provides an overview of potential solutions to reduce the value of your estate.
Having the confidence to act and mitigate inheritance tax
Friday 26 March 2021
The first step to Inheritance Tax (IHT) mitigation is to know how much money you need for your own lifetime. Then have the confidence to take action.
Allan Ross, IFA Ware - How we help clients with practical financial planning
Thursday 17 December 2020
Financial planning isn’t just about retirement planning or investing tax efficiently, sometimes we offer advice on smaller practical financial issue
Allan Ross, IFA Ware - Digital lasting power of attorney tool introduced
Wednesday 16 September 2020
In this article SOLLA accredited Allan Ross reviews the new digital LPA tool introduced by the Office of Public Guardian.
Allan Ross, IFA Ware Hertfordshire - Why set up a Lasting Power of Attorney?
Tuesday 12 May 2020
SOLLA accredited Allan Ross reviews why Lonsdale independent financial advisers recommend our clients set up wills and Lasting Power of Attorney
LGT Vestra/Lonsdale Wealth Management Investment Conference Client Call
Monday 30 March 2020
If you invest in a Lonsdale Wealth Management model portfolio managed by LGT Vestra please contact your financial adviser and join our conference call
LGT Vestra Market Update - 18/3/20
Wednesday 18 March 2020
In light of unprecedented events and the impact on global markets, LGT Vestra have provided updated market commentary
Neil Homer, IFA Stafford - Does your trust need to be registered with HMRC?
Friday 17 January 2020
As part of the EU Anti-Money Laundering Law (known as 5AMLD) the government is expanding the requirement for trusts to be registered with HMRC.
Lonsdale issue a new inheritance tax brochure to assist with estate planning
Friday 29 November 2019
This introductory guide to Inheritance Tax (IHT) and estate planning provides a basic understanding of when IHT might be chargeable on an estate.
Need financial planning advice?
If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.
