Seeking Financial Advice
Find out why you should seek financial advice and how to choose a financial adviser.
Autumn Statement 2016
Philip Hammond’s first Autumn Statement will also be his last. Discover the highlights by downloading our summary.
Download: Autumn Statement 16
Defined Benefit Schemes
In a Defined Benefit (DB) pension scheme the amount of annual pension that a member will receive in retirement is dictated by a predetermined formula.
Download: Defined Benefit Schemes
Defined contribution (DC) pension schemes, also known as money purchase schemes, are so called as the size of your pension pot at retirement is dependent on the size of the contributions you make during your lifetime and the investment growth you achieve on those contributions.
Download: Defined Contribution Schemes
Inheritance Tax Planning
Inheritance tax is a tax which arises on the death of an individual. It is a tax on the estate, or total value of the money and property, of a person who has died.
Download: Inheritance Tax Planning
Venture Capital Trusts
Venture Capital Trusts (VCTs) are classified as higher risk investments and have deservedly received a mixed press due to their widely varying performance. However, there are two types of VCTs – ‘Evergreen’ and ‘Limited Life’.
Download: Venture Capital Trusts