In March 2015 the Government announced plans to create a second-hand annuity market and allow people, who had previously bought annuities, to sell them for cash, from April 2017. At the start of this month they decided to cancel those … Continued

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Richard Wadsworth was recently interviewed by Lexis Nexis Private Client, in association with the Private Client Dining Club, on one of their ‘hot topics’, the new pension death benefit rules.  The 10 minute Q&A video was shot at Lexis Nexis … Continued

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Carbon’s Richard Wadsworth recently provided some valuable input for an interesting article entitled, “Cashing in not selling out: what are the choices for exit”, which appeared in the latest edition of Business Insider magazine. The article explores the value for … Continued

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In today’s Press & Journal, Carbon’s investment director, Barry O’Neill, issues some timely advice for anyone feeling nervous about their tax planning in the wake of the Panama Papers and the pressure put on David Cameron to reveal details of … Continued

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In today’s Press & Journal, Carbon’s Richard Wadsworth looks at the challenging topic of leaving your pension pot to loved ones, and exerting some form of control over where your funds go. As Richard points out, the new rules state … Continued

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Following on from last week’s blog which featured ‘top tips’ numbers 2 and 3 for clients looking to pass money onto children, we continue this week with tips 4 and 5, ‘Don’t give cash’ and ‘The gift of giving’. 4. … Continued

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Following on from last week’s blog which featured our first ‘top tip’ for clients looking to pass money onto children, we continue this week with tip numbers 2 and 3, ‘Practice makes perfect’ and ‘Eat your greens and you’ll get … Continued

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Continuing our feature on how to pass on wealth to your children we look at some of the options available to you. Here too are some thoughts drawn from my own experience and the experience of others who have researched … Continued

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If you think that passing on wealth through your family is complicated enough, try throwing in a family business as well. The issues are even more complicated when a family business is involved, with more emotional attachment tied-up in the … Continued

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What do parents do? Parents adopt different approaches, and sometimes it may make sense to adopt a different approach for each child, depending on the character of each, while yet ensuring that each child is treated fairly. Make a gesture … Continued

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