Pensions Savings Investments

Savings accounts deliver little return for the majority

It has been estimated that the majority of savings accounts are failing to provide savers with a genuine return on their money.

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Trusts and executorships

Trusts are relatively easy and very tax efficient way to set aside assets for future beneficiaries outside of the inheritance tax net.

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Retirement strategies

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning.

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Personal tax planning

With the tax regime becoming more complex and more emphasis being put on taxpayers' individual responsibilities, everyone who is subject to taxation needs professional advice and support

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Estate planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.

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Tax refund campaign for pensioners

HM Revenue and Customs (HMRC) has launched a campaign aimed at pensioners who may have paid too much tax on the interest earned from savings accounts.

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Savings accounts squeezed on interest rates

One in ten of variable rate savings accounts have seen their interest rates cut over the past six months.

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Workplace pension schemes not always keeping savers informed

A number of workplace pension schemes are failing to provide their members with clear enough information about the choices open to them on retirement.

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Tax efficient investments

Including ISAs, pension contributions, enterprise investment scheme (EIS), seed enterprise investment scheme (SEIS) and venture capital trusts (VCTs).

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