Tag: Investment management
Financial Advice for Property Investors?
Posted in Financial Planning, BPRA | Inheritance Tax | Fiducia Wealth Management (+4 more), on 10.06.24 Read Personal financial planning entails the development of a plan to meet your financial objectives, such as gaining the ability...How Rising Interest Rates Affect Your Finances
Posted in Financial Planning, Financial Advice (+4 more), on 31.05.24 Read The sharp increase in food and energy prices has made inflation a talking point, and a concern, across the nation. We look at...Inheritance Tax Rules You Should Know
Posted in Financial Planning, Financial Advice (+6 more), on 26.04.24 Read Inheritance tax (IHT) in the UK is a 40% tax on the value of the estate exceeding £325,000 when passed on after...The Pros and Cons of Annuities
Posted in Financial Planning, Fiducia News (+6 more), on 05.04.24 Read Annuities allow retirees to receive a guaranteed income for life in exchange for a lump sum payment from your pension fund....Optimal Asset Allocation in your 50’s
Robert Wood, Senior Financial Adviser
Posted in Financial Planning, Residential Nil Rate Band (+13 more), on 07.02.24
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Reaching your fifties can represent a shift in outlook towards investments. The aggressive growth strategies of younger years...
5 reasons to have a Financial Adviser
Posted in Financial Planning, Final Salary Pensions (+8 more), on 31.07.23 Read In today’s uncertain and volatile economy, succumbing to financial stress has become all too common. In such a scenario,...How to reduce your income tax bill
Posted in Financial Planning, Annual Allowance (+5 more), on 10.07.23 Read Income tax is a necessary component of living and working in the UK, but it can also be a significant expense. There are,...
Q&A with Economist and Fiducia Consultant Michael Hughes
Posted in Investing, Fund Manager Q&A (+4 more), on 09.05.23 Read During a busy period despite the 2022/23 Tax Year ending, our team managed to catch up with leading Economist and consultant...Silicon Valley Bank Failure
Posted in Fiducia News on 13.03.23 Read On Wednesday 8th March, Silicon Valley Bank (SVB) informed the markets of its $2 billion shortfall of capital. Within 48hrs,...Be More Tax Aware
Posted in Corporation Tax, Financial Planning (+15 more), on 02.03.23 Read It’s not exactly a huge secret…but the end of the 2022/23 tax year is fast approaching. What can you do to ensure you are...
Economist Q&A – With Michael Hughes
Posted in Financial Planning, Fiducia News (+10 more), on 30.09.22 Read Following the mini budget delivered by UK Chancellor Kwasi Kwarteng, financial markets have suffered a downturn in fortune....
Fiducia adviser appears on the BBC
Posted in Financial Planning, Fiducia News (+4 more), on 13.10.22 Read Fiducia Co-Owner and Chartered Financial Adviser, Susie Laws, was live on BBC Scotlands ‘The Nine’ show yesterday...‘Should I save or invest?’ – What our experts say
Posted in Financial Planning, Financial Advice (+4 more), on 26.09.22 Read With the cost of living soaring across the UK for all, bolstered by rising energy costs and inflated food prices, making your...How to plan for retirement as a small business owner
Posted in Pensions & Retirement on 07.04.26 Read Research suggests that many small business owners and self-employed workers aren’t prioritising their retirement and could...7 timeless financial planning lessons you can discover in classic Greek myths
Posted in Fiducia News on 07.04.26 Read As Christopher Nolan’s much-anticipated new film, The Odyssey, is due to hit cinemas in the coming months, we can expect a...5 ways a cashflow model could support your estate plan
Posted in Financial Planning on 07.04.26 Read Deciding how you’d like your assets to be managed later in life and after you pass away may be intimidating. However, a...What past market volatility has taught us about investor behaviour
Posted in Investing on 07.04.26 Read The current situation in the Middle East has led to market volatility. While it might seem new, similar movements have...Investment market update: February 2026
Posted in Investing, Market Commentary on 17.03.26 Read In February 2026, ongoing uncertainty around trade tariffs and concerns about the impact of AI adoption on business profits...5 ways to keep learning throughout retirement
Posted in Pensions & Retirement on 17.03.26 Read For most of our lives, education is often a means to an end. It’s how we gain qualifications, prepare for work, and advance...The Capital Gains Tax essentials you need to know
Posted in Tax Planning on 17.03.26 Read The amount of Capital Gains Tax (CGT) investors collectively pay is set to soar over the next six years. According to aExplained: Why your pension could become liable for Inheritance Tax
Posted in Inheritance Tax, Pensions & Retirement on 17.03.26 Read Next year, a significant change to how pensions are treated when calculating Inheritance Tax (IHT) could mean more families...How cashflow modelling can act as an early warning system for financial shocks
Posted in Financial Planning on 17.03.26 ReadThe positive psychology of clear financial goals
Posted in Financial Planning on 17.03.26 Read A survey has identified an “ambition gap” in the UK, with millions of adults admitting they have no financial aspirations...Is Your Estate Heading for an Unexpected Inheritance Tax Bill?
Gordon Kearney, Managing Director & Financial Adviser
Posted in Inheritance Tax on 20.02.26
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Quick Answers
What is the inheritance tax threshold in 2026?
The nil-rate band remains frozen at £325,000. If you own a...
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