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Posted on: 15 May, 17

Could your money work harder?

We focus on achieving and maintaining a thorough understanding of your financial needs and aspirations.

We believe passionately that the best service is provided through personal, face-to-face advice. Our range of services is extensive, supported by a distinctive approach to investment management, enabling you to create financial plans that can adapt to your changing needs and circumstances.

Inside this issue

Welcome to the latest edition. The news has recently been full of stories about Brexit, Article 50, inflation and how some key announcements from Spring Budget 2017 could impact on our finances.

It can be very confusing with the number of conflicting viewpoints given, so in this issue we aim to bring some clarity to these talking points.

Brexit has created an air of uncertainty, and no one really knows what’s coming next or what it could all mean in the long term. The implications of Brexit and its impact on markets is a significant investment planning challenge over the coming years for all investors. Brexit is overshadowing all other investment planning issues and highlighting the need for solutions which can provide protection and the possibility of strong returns. So the road to Brexit has reached another milestone, but what could it mean for UK investors? Turn to page 08 to read the full article.

On 6 April 2017, a new additional main residence nil-rate band (RNRB) was introduced, which allows for less Inheritance Tax to be paid in situations when a family home is left to children, grandchildren or certain other ‘qualifying beneficiaries’ – including stepchildren and foster children. On page 13, we consider why some people could miss out because they’ve assigned their sibling to inherit their family home and not a direct descendant.

On the second anniversary of the pension freedoms reforms that took effect from April 2015, some retirement savers say they are still confused by the rules and want no more changes. The changes of April 2015 represented a complete shake-up of the UK’s pensions system. There are now more options for using a private pension pot, enabling some people aged over 55 to have greater freedom over how they can access their retirement pot. Turn to page 05.

Download the PDF to see the full document.

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