Adviser Breakthrough Blog

Brexit and Clients’ Holiday Homes

Do you have clients who own holiday homes or other properties in Europe?   If so, you have probably advised them that they do not have to worry about the possibly complex provisions of the succession laws of France, Spain, or wherever else these properties may be...

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The Family Company, Inheritance Tax and Excepted Assets

If your client owns a family company, why should there be any concern about Inheritance Tax?  Surely Business Property Relief will apply, and therefore there will be no Inheritance Tax? Firstly, of course, you need to determine whether or not the company will be...

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The Budget Report for Financial Advisers

Contrary to the expectation of many commentators there were a number of quite significant announcements in the 2016 budget. Several of these were particularly relevant to us as financial advisers and to our clients, particularly those who are small business owners.  ...

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The Referendum and Client Investments

Last Friday we heard the news we had all been expecting.  The referendum on whether or not the UK should remain in the European Union will be held this June.  On 23rd of June to be precise.   You are probably fed up with reading arguments about why we should remain in...

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Are You Ready for the Next Financial Crisis?

There have been global meltdowns in the markets in the past, and there will undoubtedly be more in the future. When in the future is anybody’s guess, but there are some worrying signs that it could be a lot sooner than you might wish. Over recent years we have seen...

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Changes to Pension Taxation

There has been a lot of talk over the past few months about yet more changes to pension taxation. Some commentators believe the Treasury is ready to remove tax incentives from pensions. Unlike many other rumours in our industry there is at least good reason to expect...

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