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Independent investment advice, Wetherby, Leeds IFA

ISA or pension?

Saturday, 13 February 2016

Where is the best place to put your hard-earned cash, if you want to save for a rainy day? A common question we are asked by clients is whether an ISA or pension is the best vehicle. ISAs are perhaps ...


Get advice on taking tax free cash from your pension, from a Wetherby, Leeds IFA

Should you take tax free cash from your pension?

Saturday, 13 February 2016

If someone offered you a choice between a tax free lump sum of £12,000 now, or an income of £1,000 per year for life, rising each year in line with inflation, which would you choose? Tough choice? ...


IFA led Independent financial advice, Wetherby, Leeds

Beware the bid offer spread!

Friday, 12 February 2016

There is a nasty trap awaiting unwary buyers of investment funds like OEICs and pension funds. It is called the bid-offer spread and it can swallow 5% or more of your money instantly without you even ...


Independent financial advice, Wetherby, Leeds IFA

How to save £50,000 on investment charges

Friday, 12 February 2016

£50,000 is a lot of money, but making some simple changes to your investments or pensions could leave you better off by this much, or in some cases even more. Do you, or perhaps your partner or pare ...


Independent financial and tax advice, Wetherby, Leeds IFA

How to avoid inheritance tax

Friday, 12 February 2016

Inheritance tax is levied at 40% on any wealth over £325,000 that you leave to your beneficiaries when you die. This might seem like a lot of money but with property values on the rise again you may ...


Independent financial advice, Wetherby, Leeds IFA

Keep your child benefit payments using a pension

Friday, 12 February 2016

You may be at risk of losing some or all of your child benefit, but the good news is that paying into a pension is a simple and very tax efficient way to avoid this. Families where one earner brings ...


Chartered Financial Planners. Regulated by the Financial Conduct Authority (FCA no. 603653).