Essentially, a pension is just a type of savings plan to help you save money for later in life, typically, your retirement. It also has favourable tax treatment compared to other forms of savings. There are different types of pensions available, depending on your...
Firstly, what is an investment bond? An investment bond provides a flexible method of investing your money, with the potential for growth over the medium to long term. It is designed to allow your capital to grow and give you the ability to take regular, tax-efficient...
Firstly, what is an investment bond? An investment bond provides a flexible method of investing your money, with the potential for growth over the medium to long term. It is designed to allow your capital to grow and give you the ability to take regular, tax-efficient...
In simple terms, a platform is an IT solution that allows clients to consolidate their investments and manage these in one place. In reality, a platform is a service rather than a product.A platform includes the following features: $ A single fee from the platform...
Inheritance Tax is a tax on the estate (the property, money and possessions) of someone who’s died. How much is Inheritance Tax? There is normally no tax to be paid if: $ The value of your estate is below the Nil-Rate Band of £325,000, or $ You leave everything above...