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Investment
April 2021
Responsible Investing
Investment
April 2021
Invest Today. Change Tomorrow. Responsible, sustainable and environmentally friendly investing is here to stay. But, while demand is growing among all age groups, genders and income bands, some savers and investors are missing their biggest opportunity for responsible investing, which is through their pension. Read full article
Pensions
April 2021
Guide to Pension Consolidation
Pensions
April 2021
Managing your retirement savings in one place One thing retirement is not, is an age. Not any more anyway. Gone are the days of being told to stop working one day and pick up your pension the next. Today you have new pension freedoms to decide when and how you retire. Read full article
Financial News
April 2021
Download Fish Financial’s SMART Money Magazine – Spring 2021
Financial News
April 2021
This issue focusses on creating, sustaining and protecting wealth for you own and your family’s future. Fish Financial’s Spring 2021 issue of SMART Money Magazine is now out –… Read full article
Estate Planning Wealth Preservation
April 2021
Protecting your assets for the next generation
Estate Planning Wealth Preservation
April 2021
Six tips for wealth preservation and transfer planning Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs. Read full article
Trusts
April 2021
The Benefits of Discretionary Trusts
Trusts
April 2021
Wide class of potential beneficiaries With a Discretionary Trust, the settlor makes a gift into Trust, and the trustees hold the trust fund for a wide class of potential beneficiaries. This is known as ‘settled’ or ‘relevant’ property. For lump sum investments, the initial gift is a chargeable lifetime transfer for Inheritance Tax purposes. Read full article

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