An exit strategy is something that every owner of a small business looks for. Even a one-person business still needs an exit strategy. The main questions that need to be answered are; how are you going to get your money out of the business and how much money are you going to get? Having an
The rules have now changed on how ISAs can be passed on to spouses and civil partners upon death. These rules now allow for a Continuing Account of a Deceased Investor (CADI), which improves the rules on Additional Permitted Subscriptions (APS). The process of inheriting these assets is now simpler and more tax-efficient, meaning fewer
National Savings and Investments (NS&I) announced at the end of September that they would be drastically cutting their interest rates to as low as 0.01% per annum. This has left many cash savers scrambling to the private banks still offering accounts rates above 1%. However, with the river of new money in the form of
Intergenerational wealth preservation and succession planning are always hot topics when we speak with clients. The ability to protect your estate for the benefit of your family is always a key planning priority. Estate planning ensures that no beneficiaries go without, whilst enabling protection from the external factors which impact intergenerational wealth transfer. That is
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