Inheritance Tax: This is what you need to know?

By Samantha Clarke, Chartered Paraplanner with Anstee & Co. Inheritance Tax (IHT) is paid on the value of the assets that a person leaves behind when they die.  It can also apply to some gifts that are made before someone dies. If you are married or have a civil partner, you can leave the entire [...]

2020-01-14T10:02:17+00:00 January 13th, 2020|News|

Credit score and how to improve yours.

You must check and manage your credit score regularly. Why you might ask? Well, it can affect your ability to borrow money or access financial products such as mortgages, loans and credit cards. So, what is a credit score? It is financial information held about you on a credit report, also known as your credit [...]

2019-11-07T15:53:59+00:00 January 6th, 2020|News|

Christmas Cheer for Teamwork Trust.

As in previous years, the team have forgone the office "Secret Santa". The money spent on what is often an unwanted but sometimes funny gift has been donated to "Teamwork Trust" based in Northamptonshire. Paraplanner Raj Chettra and Financial Planner, Rachel Efetha visited the Kettering Centre to make the presentation. Teamwork had requested that we [...]

2019-12-19T16:39:34+00:00 December 23rd, 2019|Community, News|

Wishing you a Merry Christmas and a prosperous New Year.

Wishing you a Merry Christmas and a prosperous New Year. Christmas and New Year office opening times. Below are this years Christmas and New Year opening times.   December 2019. Monday 23rd: Open. Tuesday 24th:  9 am -12 noon. Wednesday 25th:  Closed. Thursday 26th: Closed. Friday 27th: Closed. Saturday 28th: Closed. Sunday 29th: Closed. Monday 30th: [...]

2019-12-17T16:33:11+00:00 December 18th, 2019|News|

Retirement income. What choices do you have?

If you are in your fifties or early sixties now is a good time to start thinking about what your retirement income might look like. With our busy lives, it is always easy to put these reviews off as you may feel that retirement is still a long way off and there is little you [...]

2019-11-06T16:29:24+00:00 December 16th, 2019|News|

What retirement plan. Why do I need one?

We have seen many exciting advances in medical science over recent years to improve life expectancy. It is now estimated that over two-thirds of the United Kingdom population, are now aged over fifty. That’s over 21 million people. Also, for the first time in history, two-thirds of this number are now aged over sixty. That’s [...]

2019-12-11T09:46:02+00:00 December 9th, 2019|News|

When there’s a will… there’s an executor.

We often find that initially, executors feel confident in administering a will themselves. Below, are some of the key duties that you, as the executor, need to undertake, if you do decide that doing it yourself is for you. Your role as an executor of the will. Register the death. First of all, register the [...]

2019-12-19T09:17:16+00:00 December 2nd, 2019|News|

Retirement planning? Call in the builders?

A recent survey undertaken by Saga Home Insurance into retirement planning found that many United Kingdom residents, who had recently retired, were planning major home improvements. It’s only natural that you would want to make home improvements now that you will be spending more time in your home during your retirement. How long are you planning [...]

2019-11-14T16:57:36+00:00 November 25th, 2019|News|

Inheritance tax receipts keep rising. Need you pay?

Exceptionally high levels of stamp duty are reported to be discouraging house sales and in particular discouraging older people from downsizing. Stamp duty on the sale of a £2 million home will amount to £153,750 and on a £600,000 home to £20,000. The government is also benefitting from increased receipts from inheritance tax (IHT) which [...]

2019-12-10T15:07:52+00:00 November 18th, 2019|News|

Retirement advice. Getting the best from retiring.

Moving into retirement can be one of the most exciting times of your life. It can also be daunting if you do not plan wisely. We can help you with retirement advice. Here are a few tips to help you plan to make the most of your retirement. State pension. How much will you receive [...]

2020-01-17T09:27:30+00:00 November 11th, 2019|News|