Tag Archives: Gifting Tax Efficiently

‘Charityflow’ – New Philanthropy

Andrew Carnegie

Today we live in a world where Governments actively look to cut spending on social services, education, research and the arts. A world where almost 10% of the global population is currently displaced, a world where the gap between the very wealthy and the rest widens at an exponential rate.

Your finances after… a windfall

Inheriting a big lump of money is not without its pitfalls, including risky tax solutions and over-generous gifting. Winning the lottery or coming into a large inheritance may seem like a dream come true, but if you’re lucky enough to receive a lump sum there are some simple financial planning rules to follow to make […]

Financial Planning Tips

Aside from National Savings, the first port of call for most investors will be pensions and ISAs, and those who can afford to do so are usually advised to invest fully in both. But is that the end of the story? Both pensions and ISAs offer a tax-free environment on the investment returns which are […]

Dealing With the Perils and Pitfalls of Sudden Wealthflow

“As Baby Boomers begin to realise their inheritances, we’re about to see the greatest transfer of wealth in European history.” John stared at the cheque for a long time. It was made out to him and it was for more money than he had ever hoped to see at one time. Still, his first reaction […]