Financial Planning
Why more women should be seeking financial advice
Posted in Financial Advice, Financial Planning (+2 more), on 10.08.20 Read A recent survey by Fidelity’s Unlocking the Power of Financial Advice found that 21% of men aged between 18 and 34-years-old...Six tips for engaging your family’s next generation in financial planning
Posted in Financial Advice, Financial Planning (+2 more), on 03.08.20 Read Following a weekend with family or the extended separation due to lockdown, you might have thought about the legacy you’d...Ask an Expert Q&A clinic: Retirement Planning, presented by Lambert Chapman & Fiducia Wealth Management
Posted in Financial Advice, Financial Planning (+1 more), on 27.07.20 Read “Should I keep my final salary, defined benefit, pension?” “How much capital do I need to generate an income through...Five ways to save on Inheritance Tax
Posted in Financial Advice, Financial Planning (+1 more), on 13.07.20 Read We recently collaborated with Goody Burrett LLP to present a free Q&A webinar about wills, inheritance tax (IHT), probate and...Personal Protection
Posted in Financial Advice, Financial Planning (+2 more), on 20.07.20 Read Background Mr and Mrs Little both work and save into a pension. The couple decided they wanted to review the pensions as well...Ask an Expert Q&A clinic: Wills, trusts, probate and inheritance tax, presented by Goody Burrett & Fiducia Wealth Management
Posted in Financial Advice, Financial Planning (+2 more), on 29.06.20 Read “I am worried about inheritance tax, but I don’t want to give away money now that I may need in future for care fees or...Should I consolidate my pensions?
Michael MacLeod, Financial Adviser
Posted in Financial Advice, Financial Planning (+1 more), on 22.06.20
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Pensions aren’t what they once were. Life and the patterns of employment have changed a great deal since the time when...
Inheritance Tax liability
Background Mrs Gray was widowed 2 years ago. Before he passed away, her husband dealt with the finances. This left her well-provided for with substantial assets of approximately £2.5 million including their home. Problem Unsure of her financial future now that her husband is no longer there to manage the finances, Mrs...
Josh Gupta, CFP™ Chartered MCSIChartered Wealth Manager/Planner Posted in Financial Advice, Financial Planning (+1 more), on 15.06.20 Read
Dispelling the myths about financial advice
Posted in Fiducia News, Financial Advice (+1 more), on 08.06.20 Read 45 percent of people admit they spend more time choosing biscuits than planning their financial future Why? There is a...Seven ways to future proof your finances for the unexpected
Posted in Fiducia News, Financial Advice (+4 more), on 01.06.20 Read There are a fair few things in life which catch us and our plans off guard. Indeed, Covid19 and it’s global, multi-level...Financial Protection: what to do when things go wrong.
Michael MacLeod, Financial Adviser
Posted in Financial Advice, Financial Planning (+3 more), on 25.05.20
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What to do when things go wrong?
Everyone has their own unique story to tell throughout the Covid19 nightmare we find...
Treasury cuts Lifetime ISA exit charge to 20%
Posted in Financial Advice, Financial Planning (+1 more), on 18.05.20 Read Amid punishing circumstances for investors, the Treasury brought some good news last week, offering some relief for those...Adapt, Maintain and Protect your business during COVID-19 to thrive in the future
Posted in Fiducia News, Financial Advice (+1 more), on 06.05.20 Read As we monitor, evaluate and adapt to deal with the unprecedented blow that Covid-19 has impacted on our lives and the global...Solutions to the Gender Pension Gap
Susie Laws, Director & Chartered Financial Planner
Posted in Fiducia News, Financial Advice (+2 more), on 04.05.20
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On average, women in the UK face retirement with 39% less in their pension pot than men, according to the Financial Reporter....
New Tax Year, New Opportunities: How to use your tax allowance during the coronavirus-crisis
Posted in Tax Planning, Annual Allowance (+5 more), on 27.04.20 Read Amid the market mayhem caused by the coronavirus, it’s been easy to forget that a new tax year has just begun and that means...10 Financial Planning tips for during lockdown
Posted in Fiducia News, Financial Advice (+1 more), on 20.04.20 Read As COVID-19, more commonly known as the coronavirus, continues to be a worldwide threat, people are finding themselves with a...Keep Calm & Carry on Investing: Here’s why…
Posted in Fiducia News, Financial Planning (+3 more), on 08.04.20 Read Market volatility – should investors ignore the noise? As investors, it can be all too tempting to try to predict the future...Our statement on the Spring Budget 2020
Posted in Financial Advice, Financial Planning (+3 more), on 16.03.20 Read The Chancellor delivered the Spring 2020 Budget on 11th March 2020. To clarify for our clients, we have summarised the key...Financial planning for small businesses – what you wish they’d told you
Susie Laws, Director & Chartered Financial Planner
Posted in Corporation Tax, Financial Advice (+4 more), on 23.03.20
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I recently met with the owner of a small but very profitable business and, for the sake of this article, we’ll call her...
Banks or Piggy banks? How to save for children.
Posted in Financial Advice, Financial Planning (+6 more), on 16.03.20 Read During volatile financial times, future proofing against economic turmoil by investing for our loved ones can seem more...Your feelings and finances: are they connected?
Josh Gupta, CFP™ Chartered MCSIChartered Wealth Manager/Planner Posted in Financial Advice, Financial Planning (+3 more), on 09.03.20 Read One basic principle that can help everyone manage their finances better is understanding that money is emotional. Everyone...
Fund Manager Q&A – Gravis Capital Management
Posted in Fiducia News, Financial Advice (+3 more), on 02.02.20 Read How do we select the funds for your investments and what due diligence process is involved? Gravis Capital Management (GCM) is...Exemptions for the new tax year – All you need to know
Josh Gupta, CFP™ Chartered MCSIChartered Wealth Manager/Planner Posted in Tax Planning, Annual Allowance (+6 more), on 19.02.20 Read The end of the tax year is fast approaching and it’s important to use the next few weeks to organise your finances. You...
Use it or lose it – know your limits
Posted in Tax Planning, Annual Allowance (+7 more), on 24.02.20 Read It’s that time of year again…the run-up to the tax year end on 5th April 2020 provides an opportunity to finalise your...Could the Coronavirus derail the global recovery? Or is it an investment opportunity?
Daniel Kern, Senior Financial Adviser
Posted in Financial Advice, Financial Planning (+2 more), on 10.02.20
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One cannot help but have been perturbed by the dramatic drop in the FTSE100 on Monday 27th January of nearly 2.5% which was...
