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10th August 2015
Author: Anna Bowes

Category: Savings News

Having worked hard all your life for your family, saving for their future and paying your taxes, it is not surprising that most people would rather not needlessly pay Inheritance Tax (IHT). Find out how the wealthy opt-out of Inheritance Tax.
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.
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.
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.
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
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.