Could you unexpectedly cross the Inheritance Tax threshold?

For some people, the Inheritance Tax (IHT) thresholds can seem a long way off. But when they pass away, their estate faces a significant tax bill that hadn’t been expected. It can be easier than you think to inadvertently cross IHT thresholds. When is IHT paid? Inheritance Tax is a tax on your estate after you’ve passed away, reducing how much you leave behind for loved ones. The standard rate of IHT is 40%. However, the majority of estates aren’t liable for IHT because they fall below thresholds. Nil-rate band: If ...

Retirement planning & transition seminars – September 2013

Julie Parry Jones seminar 150 px“Enjoy your retirement years as you’ve always envisioned.” We are delighted to be speaking at the forthcoming seminars from renowned retirement coach, Julie Parry Jones. Whether you are approaching retirement or have recently retired, the transition can be difficult to manage, with a huge number of financial decisions to be taken; many of them irreversible. At the seminars Investment Sense will provide you with all the financial information you need to enjoy a comfortable retirement. Whilst Julie will consider other areas to ensure a healthy retirement....