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Case Study: Inheritance tax planning doesn't need to be complicated
31st July 2015
Author: Anna Bowes

Category: Savings News

We receive regular questions from our clients and one common one is a concern that inheritance tax planning is too complicated. We therefore thought it may be useful to provide a case study to see how our sister company, The Private Office, have recently helped one of our clients.
Industry watchdog calls an end to stealth rate cuts and misleading account names
31st July 2015
Author: Anna Bowes

Category: Savings News

The industry regulator, the Financial Conduct Authority (FCA), announced back in January its proposals to improve competition in the £700 billion cash savings market. Following feedback from banks and building societies and of course ourselves, among others, it has now announced some of the measures it plans to put in place.
Help to Buy ISA available from December
24th July 2015
Author: Anna Bowes

Category: Savings News

The recent Summer Budget brought with it confirmation that the new 'Help to Buy ISA' will be available from December this year.
Compensation Scheme slashed by 12%
24th July 2015
Author: Anna Bowes

Category: Savings News

Financial Services Compensation Scheme will be falling to £75,000 per person, per licence from 1st January 2016
Savings rates hit two year high!
24th July 2015
Author: Anna Bowes

Category: Savings News

After years of plummeting savings rates, recent weeks have seen some really positive signs in the market. Best buy 1 year fixed rates bonds and best buy notice accounts are at their highest level in two years.
Savings Rate Rundown - This week it's a game of two halves
24th July 2015
Author: Anna Bowes

Category: Savings News

This week providers have been taking with one hand and giving with the other. The positive news for savers keeps coming as yet more best buy accounts hit the market and the Savings Champion Index saw its largest weekly increase since April 2013. However, this news has been tempered by the continuing slashing of rates, affecting existing account holders.