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pensions cheltenham

A Guide To The 2014 Budget Pension Rule Changes

The most far-reaching reform to pensions since the regime was introduced Fundamental plans to redesign the UK defined contribution pension system…

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Trust Solutions

Managing wealth We can advise you on a range of different trust solutions, each designed with a particular purpose in mind….

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exempt gifts

Exempt Gifts

Passing on parts of your estate  There are some important exemptions that allow you to legally pass your estate on to…

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life assurance cover

Life Assurance Cover

Funding a potential Inheritance Tax liability After taking the appropriate steps to put in place an Inheritance Tax planning strategy, if…

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A Gift With Reservation

Getting the full benefit A gift with reservation is a gift that is not fully given away. Where gifts with reservation…

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make a will

Make a Will

Sharing out your estate Planning your finances in advance should help you ensure that when you die, everything you own goes…

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RockWealth: June 2014 Poll

If you can spare us just a few minutes to give us your views then we will randomly select one participant…

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cheltenham tax advice

Getting the Foundations Right

The later you leave it, the more limited your options will be Successful planning is dependent on getting the foundations right,…

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inheritance tax cheltenham

Inheritance tax ‘Nil Rate Band’ and rates

Is it time to evaluate your estate? We can help you evaluate the size of your estate—which could include assets such…

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valuing your estate

Valuing Your Estate

Arriving at the amount of Inheritance Tax payable To arrive at the amount of Inheritance Tax potentially payable when valuing your…

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trusts financial

A Guide To Trusts

Helping you control and protect your assets One of the most effective ways you can manage your estate planning is through…

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inheritance tax matters

Inheritance Tax matters

Perhaps not quite the ‘voluntary’ tax it was once considered Effective estate planning is about getting the right balance between maintaining access…

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wealth preservation

Guide to Wealth Preservation

Nothing is certain but death and taxes Welcome to our Guide to Wealth Preservation. Inside we consider a number of different…

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financial advisor

Greater choices for Retirees

Welcome to the latest issue of our magazine post-Budget 2014. The Chancellor of the Exchequer, George Osborne, gave his fifth Budget…

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RockWealth non-advised service provides investment middle way

Rosie Sells: Cheltenham-based advice firm RockWealth has launched a non-advised investment service that will use risk ratings to guide investment…

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RockWealth LLP Open For Business

New IFA firm offering online investment platform and discretionary services RockWealth LLP, the Cheltenham-based IFA firm, today announced it is open…

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Budget Bonus For ISA Savers

The 2014 Budget had some brilliant news for ISA savers. With the recent addition of AIM ISAs these can be an…

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alternative investments

Cashing in on alternatives in 2014

Cashing in on alternatives in 2014 Taking a step up the risk ladder means assessing your appetite for risk It has…

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Inheritance Tax Calculator

How much Inheritance Tax could you potentially have to pay? To estimate how much Inheritance Tax you may have to pay,…

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