top of page
Search


Get the Benefit of Child Benefit
High earners may lose out on Child Benefit due to the High-Income Child Benefit Charge. The threshold for earnings used to be £50,000,...

Charlotte Owen
Jun 13, 20244 min read
30 views
0 comments


Preparation is Key
It’s a subject nobody likes to talk or think about, but we should all take a moment to ask ourselves … … will my family have enough money...

Charlotte Owen
Oct 6, 20226 min read
5 views
0 comments


Pension Death Benefits
Many people consider their property to be their most valuable asset, but actually, your pension fund might be worth more. Have you...

Charlotte Owen
Oct 6, 20223 min read
35 views
0 comments


Could a VCT investment be for you?
Most people have heard of the more common type of investments - ISAs, Unit Trusts and Pensions, but there are other investments out there...

Charlotte Owen
Aug 18, 20215 min read
15 views
0 comments


It's not about the money!
The well known phrase 'money cannot buy you happiness' is so true (although I have to admit that having enough money does help you to...

Charlotte Owen
Apr 13, 20214 min read
17 views
0 comments


Why Ignoring Your Finances Could Cost You Dearly
When was the last time you sat down with a professional and reviewed your finances? Maybe you’ve reconsidered your plans for...

Charlotte Owen
Jan 6, 20214 min read
14 views
0 comments


DB or not DB?
One question that I often get asked “what type of pension do I have, and how does it work?” This question usually comes from those with a...

Charlotte Owen
Sep 15, 20204 min read
22 views
0 comments


Inheritance Tax Planning - What Are Your Options?
If you've identified that an Inheritance Tax liability could apply to your estate, and have had this confirmed by a financial...

Charlotte Owen
Jun 22, 20207 min read
21 views
0 comments


Inheritance Tax Planning
Inheritance Tax is affecting more and more people, but how much do you know about Inheritance Tax? ... Will it be applied to your...

Charlotte Owen
Jun 18, 20204 min read
21 views
0 comments


Why Investing During Volatile Times Could Work In Your Favour
When Stock Markets crash, as they did at the end of March this year due to the economic effect of the Covid-19 pandemic, many investors...

Charlotte Owen
Jun 18, 20202 min read
16 views
0 comments
All articles are for information only and do not constitute advice
bottom of page