Financial Planning

The Office of Tax Simplification (OTS) published its long-awaited second report on inheritance tax (IHT) in July with a range of useful proposals.

Recent HMRC statistics highlight the over-taxation of some pension benefits. Could you be due a refund?

A report by HMRC revealed only a quarter of people surveyed could identify true and false statements about inheritance tax. Are you in the top 25%?

According to a recent Financial Times report, some NHS consultants are receiving tax bills of up to £87,000, prompting them to reduce working hours or even take early retirement.

With life expectancy rates increasing and pensions being stretched to the limit, the trend of working past 65 is growing. How long do you plan to work for?

The PMI market is worth more than £3.98bn and a recent study found that the size of the UK private healthcare market is due to increase 2.8% year-on-year until 2025, estimating that it will be worth £14bn.

On October 29th, Philip Hammond shared the 2019 Budget with the public. John Whitehead, MD of Alan Boswell Financial Planners, has reviewed the budget and gives the top 5 takeaways for savers.

Making a gift to your family when you are still alive is an effective way of passing on your wealth that needn’t be confusing, as John Whitehead, Managing Director of Alan Boswell Financial Planning, explains.

Inheritance tax can often be the elephant in the room. Most of us don’t really want to talk about what will happen after our deaths. But with some careful planning, a variety of tax reliefs and allowances can be used to help you pass on as much as possible to your loved ones.

Chartered Financial Planner Neil Marsden explains what pensions are and how they work

If you're just starting out, finding the best private pension can seem like a headache and you may need a little guidance to get on the right track.