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Copy of JEREMY PHELPS FPFS

Safeguarding wealth for future generations

New Inheritance Tax rules apply from 6 April 2017 Although often in the news, Inheritance Tax (IHT) is still not widely understood. That’s worrying, because it affects thousands of families every year. If you thought IHT was just for extremely wealthy people to worry about, think again. The amount of IHT collected has doubled over […]

2016/17 YEAR END TAX PLANNING

Taking advantage of planning opportunities means getting tax-savvy now It is important for you to arrange your taxes, investments and wider financial affairs to reduce current and future tax liabilities. Please keep in mind that everyone’s tax situation is different. Before implementing any of the strategies Mentioned here, you should obtain professional advice. Effective tax planning is about […]

Eggs in a basket

Don’t put all of your eggs in one basket

Holding a blend of assets to help you navigate the volatility of markets One of the most effective ways to manage investment risk is to spread your money across a range of assets that, historically, have tended to perform differently in the same circumstances. This is called ‘diversification’. In the most general sense, it can […]