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Paul Chilver
    • Paul Chilver

    • Associate, Financial Planning Manager
    • View profile
 

Understanding inheritance tax

  • Posted

We all know the saying - “two things in life are certain, death and taxes.” Unsurprisingly, thinking about the tax due when you are no longer here isn’t always at the forefront of our mind. However, for certain people inheritance tax...

Environmental, Social and Governance (ESG) investing

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Over recent years more individuals have altered their perception of Environmental, Social and Governance (ESG) Funds. What may have been viewed as a ‘niche’ market, is now considered a widely successful and serious investment strategy....

How much should I pay into my pension?

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This is a question which many people find themselves asking. Whether they are approaching retirement or they are starting to save into a pension for the first time. There are various suggestions from different sources as to how much you should be saving...

Civil Partnerships - opening the door to fairer finances

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As Pride Month 2020 draws to a close, now is a good time to reflect on a huge change to legislation which occurred last year. Following a lengthy legal campaign, Rebecca Steinfeld and Charles Keidan won their appeal to the Supreme Court in respect of Civil...

The rise of ethical investing

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Over the years, ethical investing has seen a steady growth in popularity as more and more investors begin to favour socially responsible companies. According to the Investment Association, last year 26% of the UK’s assets under management were...

Making the most of your ISA allowance

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Individual Savings Accounts (or ISAs as they are more commonly known) were introduced by the government on 6 April 1999 to encourage people to save. Individual Savings Accounts benefit from a favourable tax status, which means that all growth and income...

Financial arrangements for same-sex couples

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With Essex Pride well underway, we remember the fantastic changes that have been achieved for same-sex couples in recent years, who can now enter into a marriage or civil partnerships. This includes being able to leave your estate to each other on death and...