March 2017 Newsletter
The economy seems to have realised it is spring and is showing signs of green shoots. Tax revenues have been higher than expected but the Chancellor has made it clear he does not have a magic pot of money under his desk. With Article 50 to be triggered later in the month, he is likely to remain cautious in approving any extra spending.
As for your own budgeting, it’s a good time to make the most of your allowances and top up any ISAs you may have before the end of the tax year.
We hope you find this month’s articles interesting and if you have any questions or queries, we’d be only too happy to help.
Inheritance Tax Planning - A Voluntary Tax
Over the years we have discussed IHT planning with many of our clients and there are four reasons why people don’t plan for IHT, which seem to crop up time and time again. Here we address those myths. Please click here to find out more.
ERNIE to Get Slimmer
Premium bonds celebrated their 60th anniversary last year; whilst they’ve remained popular throughout that time, it’s not hard to see that what they offer is closer to a lottery ticket than a viable investment opportunity. Please click here to find out more.
What could be the best way to provide for your grandchildren?
With both property prices and the cost of living continuing to rise, as well as low interest rates making it difficult to save, the ‘Bank of Mum and Dad’ is increasingly becoming a partnership with the ‘Bank of Gran and Grandad’. Please click here to find out more.
Have you protected your most valuable asset?
What is your most valuable asset? Some people may choose their home, their car or their mobile phone; however, your most valuable asset is you! Please click here to find out more.