9th September 2024
Inheritance Tax, or IHT, is a tax levied on the value of an individual’s assets (or estate) before it is transferred to their beneficiaries upon death. It can also apply to certain transfers into a trust during a person’s lifetime.
2nd September 2024
Are you a company owner looking to maximise profits while planning a comfortable retirement? As the owner of a business, you can remunerate yourself in a flexible way that works for you and your goals, as well as the business’s best interests.
25th August 2024
If you are or become ill, state support remains minimal.
22nd August 2024
Make sure your finances don’t get burnt this summer, as fraudsters set their sights on unwary holidaymakers. Action Fraud, which aims to prevent scams and cyber crime, says sun-seekers lost £12.3m last year from targeted frauds.
20th August 2024
You may need to review your retirement planning after updated figures show some increases of over a quarter for retirement income needs.
15th August 2024
Freezes and cuts to tax allowances mean that you may have something to report to HMRC
12th August 2024
It pays to expect the unexpected, particularly when it comes to your finances. Building and maintaining a rainy-day savings fund can make all the difference.
20th March 2024
The team at Shorts are delighted to announce the recruitment of Joseph Tighe this month, as he joins the Wealth Management Team as Financial Adviser.
12th January 2024
Next year the FTSE100 – an index of the largest companies listed on the UK stock market – will be 40 years old. What can its history reveal about long-term investing?
10th January 2024
The intestacy rules for England and Wales have been changed… belatedly and with real consequences for some estates.
2nd January 2024
At what age did you (or will you) start actively planning for your retirement? The answer is now 36 years old according to research undertaken by a major pension provider. That’s over three decades before a 36-year-old’s current State Pension Age (S
27th December 2023
Higher interest rates are good news for savers – although some banks have been slow to raise rates paid on deposit accounts
