Gifting School Fees
Many clients use one or more of the 7 exempt gifts to fund school fees for grandchildren. However, where exempt gifts have been fully...
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Aug 13
Three drivers of recent market volatility
Over the last few days, equity markets have experienced heightened volatility levels and a correction in prices, with a culmination of...
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May 8
Letters of wishes
It might seem an obvious thing to say, but a discretionary trust allows the trustees to use their discretion when paying income or...
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May 7
Shocking new research reveals how few ‘Later Life’ divorcees access collaborative financial advice.
Divorcees invariably need financial advice. There are so many areas where professional legal advice requires complementary financial...
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May 1
The two lucky NS&I Premium Bonds customers, who have won the £1m Jackpot in May, live in Outer London and Hampshire and Isle Of Wight.
At Matrix Capital, we have dealt with more than 100 jackpot winners over the last 10 years; and have helped many to achieve great...
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Apr 2
Wealth is not an insulator against vulnerability.
Identification of vulnerability is key. For many years our own regulator, the FCA, has quite rightly given huge emphasis on how we, in...
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Jan 3, 2023
The role of the trustee when it comes to investment
This article considers the specific requirements of a trustee in respect of the trust investments set out in the Trustee Act 2000. The...
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Apr 28, 2022
Lasting Powers of Attorney: Guidance for Clients
This guidance has been written to support clients to make lasting powers of attorney (LPAs). It is not a substitute for using a suitably...
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Apr 29, 2020
Trust in financial planning
Making sure that you have your affairs properly planned is a crucial part of financial planning; and trusts can be a useful mechanism in...
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Apr 16, 2020
Sadly, coronavirus has made people think about death!
The Coronavirus pandemic has, sadly, increased the demand for people wanting to put their financial lives in order. Solicitors have seen...
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Sep 28, 2018
Money Purchase Annual Allowance (MPAA) does this affect you?
What is MPAA? The MPAA is in connection to the annual allowance for pension contributions which is £40,000 however you can carry forward...
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Sep 13, 2018
What is tapered annual allowance and how does it potentially affect you?
What is the Annual Allowance for pension contributions? There is an annual limit on the total amount of pension contributions that each...
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Aug 24, 2018
Carry forward – How you could benefit and the requirements for entitlement.
What is carry forward Carry forward was (re)introduced in a new format in 2011/12, it has been possible, subject to conditions, to carry...
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Mar 28, 2018
Wondering where to start with retirement planning?
The first 5 steps for pension and retirement planning. 1. Be financially independent Your ‘personal’ pension is ‘personal’ for a reason....
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