Blog
Making A Will
19 August
IT’S IMPORTANT TO MAKE SURE THAT AFTER YOUR DEATH, YOUR ASSETS AND POSSESSIONS GO TO THE PEOPLE AND ORGANISATIONS YOU CHOOSE, SUCH AS FAMILY MEMBERS AND CHARITIES YOU WANT TO SUPPORT. A valid Will is an incredibly important part of estate...[Read More]
Pension Allowances
26 August
UNDERSTANDING HOW TO MAKE THE MOST OF THEM Saving into a pension is one of the most tax-efficient ways to save for your retirement. Not only do pensions enable you to grow your retirement savings largely free of tax, but they also provide tax...[Read More]
Planning and Preserving your Family’s Wealth
24 August
Achieving the right balance of control, access, flexibility and tax advantages Inheritance Tax is a tax on an estate (the property, money and possessions) of someone who’s died. Intergenerational planning helps you put financial measures in...[Read More]
Inheritance Tax Residence Nill-Rate Band
17 August
Owning a residence which you leave to direct descendants IT’S BECOMING INCREASINGLY IMPORTANT FOR MORE PEOPLE TO CONSIDER SUCCESSION PLANNING AND INTERGENERATIONAL WEALTH TRANSFER AS PART OF THEIR ESTATE PRESERVATION PLANNING. These are some...[Read More]
How much can clients gift children and grandchildren tax free
22 August
More people are “often unknowingly” falling into the inheritance tax net, according to an industry expert. Following a surge in inheritance tax receipts received by HM Revenue and Customs, Standard Life’s managing director for customer...[Read More]
Self-Employed Vulnerable to Financial Shocks
22 August
NEW RESEARCH HIGHLIGHTS THAT 81% AREN’T SEEKING FINANCIAL ADVICE As more and more people reject the traditional working structure in favour of becoming self-employed, some people could be at risk of financial insecurity as they lose out on...[Read More]
Rising Cost of Living Crisis
15 August
The rising cost of living is one of the most pressing issues facing many families today. The price of food, energy, fuel and other necessities has risen significantly in recent months. This has made it difficult to make ends meet and has put a...[Read More]
Failure to save enough for old age
12 August
N O N - R E T I R E E S It’s never too late to think about saving for retirement The significant increase in property prices in recent years has likely shifted many people’s expectations of the role property wealth will eventually play in...[Read More]
Financial Advice for Business Owners
11 August
Aegis is an independent company that assists businesses and individuals with all manner of financial matters. For businesses we assist owners to ensure that their objectives are met by reducing costs and substantially increasing returns. We can also...[Read More]