Pension Planning – What You Need to Know
Tuesday 25 March 2025
With a range of options and evolving regulations, navigating the complexities of pension planning can be daunting. Do you need 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.
New Inheritance Tax Rules for Pensions Explained
Friday 29 November 2024
From April 2027, unused pension funds left at death are proposed to count as part of the deceased’s estate for IHT purposes. Will this affect your?
Navigating UK Inheritance Tax in 2024: What You Need to Know
Tuesday 17 September 2024
As we approach the next budget, in October 2024, many are speculating about potential changes to UK inheritance tax (IHT).
Estate Planning: Key Strategies and Considerations
Wednesday 24 July 2024
Estate Planning is complex especially for high-net-worth individuals. Our comprehensive guide explores the intricacies of estate planning.
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
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
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.
