Safeguarding your income and family wealth
Posted on Monday, November 11th, 2013
We can help provide significant peace of mind to you and your family What would happen to your family if something were to happen to you or your partner? We all want to protect what’s important to... Read Full Article...
Smart Money November/December 2013 Issue
Posted on Monday, November 4th, 2013
Please find the link to the latest Smart Money Issue here. ISIS Wealth Management is a trading style Scottsdale Consulting Ltd. Scottsdale Consulting Ltd is an appointed representative of Intrinsic Independent Ltd which is authorised and regulated... Read Full Article...
Estate preservation
Posted on Wednesday, October 9th, 2013
Helping you to look after and maintain your wealth in the most efficient way If you are UK domiciled, Inheritance Tax (IHT) is currently charged at 40 per cent and is payable on your estate once your... Read Full Article...
What would you do if you lost your job tomorrow?
Posted on Wednesday, October 9th, 2013
30 per cent of working adults think they would be able to find another job of a similar level and pay within six months Legal & General’s Job Security Index [1] asked respondents what they would do... Read Full Article...
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Roads to wealth
Posted on Wednesday, October 9th, 2013
Financial challenges facing Britain’s young adults Skandia’s study about the roads to wealth for Britain’s youth highlights the financial challenges many young adults experience as they move away from home to establish themselves as independent individuals. One... Read Full Article...
New offshore horizons
Posted on Wednesday, October 9th, 2013
Take your money when it suits you Finding the right offshore investments can be a key factor in making the most of your wealth, and it’s not only for the wealthiest of investors. With a few well-advised... Read Full Article...
Gender Neutrality Changes
Posted on Wednesday, October 9th, 2013
Women retirees could boost pension income by 67 per cent The combination of the recent rise in gilt yields, positive market performance, gender neutrality changes, and the 20 per cent uplift in income levels announced by the... Read Full Article...
Building new Untouched pension savings
Posted on Wednesday, October 9th, 2013
An opportunity to potentially improve tax-efficiency Rawdown is the main alternative to a secure annuity income. It is more flexible than an annuity but is also more complex and higher risk. Figures from Skandia (08 July 2013)... Read Full Article...
Greater flexibility for pension savers
Posted on Wednesday, October 9th, 2013
New individual protection rules introduced New rules announced by HM Revenue & Customs provide people with large pension savings the flexibility to continue to receive valuable employer contributions to their pension. Higher- and additional-rate tax payers in... Read Full Article...
Time to aim for higher returns
Posted on Wednesday, October 9th, 2013
Taking a different approach to investments can generate greater wealth When it comes to taking investment risk to secure a higher return, those aged 55 and over are most likely to be taking the lead with Stocks... Read Full Article...