Guide To Making A Will
Without a properly drawn up will it is unlikely your assets will end up where you want them to go. A good will shoud accurately reflect your current wishes and situation, and ideally, provide the flexibility to deal with changing circumstances.
Handling High-Value Pensions & The Lifetime Allowance
Those with large pension benefits can face heavy tax charges for exceeding the Lifetime Allowance (LTA). This guide aims to provide an overview of the LTA and its potential charges and discusses possible solutions for mitigating the impact.
Investment Cost Disclosures: What Are You Paying?
The Yorkshire war cry (How Much?! - to those unfamiliar with the proud county) will likely be heard echoing around the country each year as investors find their mandated investment cost disclosures arriving on their doorsteps.
Business Owner’s Guide To Pension Withdrawal
The aim of this guide is to provide a basic overview of the mechanisms for withdrawing benefits from pension funds and some of the financial and tax planning considerations when doing so.
5 Questions To Ask A Financial Advisor
Many financial advice / planning firms can look and sound very similar, so how do you differentiate and find the one? We’ve come up with 5 questions to ask any prospective financial advisor to help you assess whether they’re up to the job and the right fit for you.
Six Principles Of Investing
This paper describes the six principles of investing that underpin our investment process which has served Collingbourne's clients so well.
Business Owner’s Guide To Pension Funding
This guide aims to help cut through the complexity of the pension world and give you the information needed on pension provision.
Self-manage Investments or Hire a Professional; How do you Decide?
The aim of this guide is to help you make an informed decision on how to manage your investments.
Business Owner’s Guide To Inheritance Tax Planning
This guide aims to provide an introduction to the main forms of lifetime estate planning. If used appropriately a combination of these options can fulfil legacy ambitions in a tax efficient way.
Guide To Business Exit Planning
This paper gives an overview of the process of exit planning, which aims to optimise the value of a business to its owner, at the right time for their personal and business circumstances.