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Financial Planning
April 2021
Combined Finances
Financial Planning
April 2021
Planning Ahead For Your Financial Future Together Some couples may prefer to keep their finances separate, while others share everything. Whichever method you’ve chosen, when it comes to retirement saving, it’s worth planning together to ensure you’ve made the most… Read full article
Inheritance Tax
April 2021
How To Reduce Your Inheritance Tax Bill
Inheritance Tax
April 2021
10 Ways To Protect Your Estate For Your Loved Ones Even those who believe they have moderate wealth levels may still need to take action to minimise Inheritance Tax, particularly if they own property and have savings and investments. Inheritance… Read full article
Coronavirus
April 2021
GENERATION COVID-19
Coronavirus
April 2021
Financial support to younger members as a direct result of the pandemic. The coronavirus (COVID-19) pandemic has led to more people supporting younger family members financially.  Read full article
Income Protection
April 2021
Income Protection Insurance & COVID-19
Income Protection
April 2021
What you need to know. Since the onset of the coronavirus (COVID-19) pandemic, more people have become aware of the importance income protection insurance can offer, as it can provide the financial support needed if you’re unable to work due… Read full article
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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