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Lasting Power of Attorney
August 2021
Do You Need a Lasting Power of Attorney (LPA)?
Lasting Power of Attorney
August 2021
Taking control of decisions even in the event you can’t make them yourself. A Lasting Power of Attorney (LPA) enables individuals to take control of decisions that affect them, even in the event that they can’t make those decisions for… Read full article
Inheritance Tax
August 2021
Increased net worth and rising mortality rates
Inheritance Tax
August 2021
The earlier you put plans in place the more options you may have With careful planning it may be possible to reduce significantly the need for your estate to pay Inheritance Tax. We spend a lifetime generating wealth and assets… Read full article
Trusts
August 2021
Bare Trusts
Trusts
August 2021
Held for the benefit of a specified beneficiary Bare Trusts are also known as ‘Absolute’ or ‘Fixed Interest Trusts’, and there can be subtle differences. The settlor – the person creating the Trust – makes a gift into the Trust… Read full article
Inheritance Tax
July 2021
Keeping wealth in the family
Inheritance Tax
July 2021
Inheritance Tax receipts reach £5.32 billion in 2020/21 Inheritance Tax is a tax on an estate (the property, money and possessions) of someone who’s died. Inheritance Tax receipts in the United Kingdom amounted to approximately £5.32 billion in 2020/21, compared… Read full article
Inheritance Tax
July 2021
Lifetime transfers
Inheritance Tax
July 2021
Giving away money from your estate to reduce your Inheritance Tax bill An outright gift falls into one of two categories, depending the type of gift and to whom it’s made. These categories are Potentially Exempt Transfers (PETs) and Chargeable… Read full article
Inheritance Tax
July 2021
More Families Subject to Inheritance Tax
Inheritance Tax
July 2021
Balancing your plan with other financial priorities is key Making provision for Inheritance Tax needs to be balance the plan with your other financial priorities is key. Effective estate preservation planning could save a family a potential Inheritance Tax bill… Read full article
Coronavirus
July 2021
It’s Good To Talk
Coronavirus
July 2021
GETTING FINANCIAL HELP DURING THE CORONAVIRUS (COVID-19) PANDEMIC The coronavirus (COVID-19) pandemic has not only dealt a blow to the UK economy, many people and families have unfortunately experienced financial hardship. According to a recent survey, 31% of the population… Read full article
Inheritance Tax
July 2021
Making suitable plans
Inheritance Tax
July 2021
Organise how much you could leave for the people you care about Inheritance Tax can cost families thousands of pounds but there are various ways to legally avoid paying this tax. Without making suitable plans, your loved ones could face… Read full article
Financial News
July 2021
Download Fish Financial’s SMART Money Magazine – Summer 2021
Financial News
July 2021
This issue focusses on several hot topics, including sustainable investments, the effects of the Chancellor’s most recent budget, your retirements options and the benefits of reviewing your finances in light of the effects of the pandemic. Fish Financial’s Summer 2021… Read full article
Financial News
July 2021
Fish Financial’s Weekly Market Commentary 2nd July 2021
Financial News
July 2021
Did you know…?  Fish Financial produces a compact Weekly Market Commentary every Friday evening, with a one page summary of the key financial market news of the week – and what to look out for in the coming days and weeks. Read full article

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