Wealth succession
Making the right preparation for future generations Financial planning can be a daunting and uncomfortable conversation for many, but...
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Ancojada Group
- Apr 6, 2023
- 5 min
Wealth Succession
Making the right preparation for future generations Financial planning can be a daunting and uncomfortable conversation for many, but...
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Ancojada Group
- Mar 20, 2023
- 3 min
The Revival of Small Self Administered Schemes
A New Era for Commercial Property Investment The recent announcement of the abolition of the lifetime pension allowance cap has sent...
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Ancojada Group
- Feb 24, 2023
- 3 min
Protecting those who need you the most
Use lifetime trusts to protect those most vulnerable. Estate planning is a critical part of financial planning that involves making...
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Ancojada Group
- Feb 9, 2023
- 2 min
Pensions, death and taxes: the retirement anomaly
There is an interesting lesson to be learned from a think tank’s pension criticism. Think tanks come in many different guises, some more...
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Ancojada Group
- Jan 30, 2023
- 5 min
Taxing times!
Time for a tax health check? With the current tax year having begun on 6 April 2022, the clock is With the current tax year having begun...
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Ancojada Group
- Dec 8, 2022
- 2 min
Bad news for unmarried couples
The government has rejected proposals to modernise cohabitation laws in England and Wales, leaving it up to individuals to arrange their...
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Ancojada Group
- Nov 7, 2022
- 3 min
Preparing your finances for retirement
Could market volatility & inflation mean you have to delay retirement? It’s never too early to start planning for retirement. But if...
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Ancojada Group
- Nov 7, 2022
- 3 min
Leaving a tax efficient legacy
Considering the "rule of seven when making financial gifts You’ve worked to build up your wealth. But now it’s time to make plans so your...
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Ancojada Group
- Nov 6, 2022
- 4 min
Passing wealth down through the generations
Millions of retirees help out in cost of living crisis The rise in the cost of living is affecting millions of people. A third of young...
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Ancojada Group
- Nov 6, 2022
- 2 min
The lessons from the U-turns
The rapid unwinding of most of September’s so-called mini-Budget has important implications. Gone are the days when a Chancellor made...
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Ancojada Group
- Sep 23, 2022
- 2 min
It's good to talk!
More young adults are more engaged about money with their parents than past generations When it comes to conversations about money, more...
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Ancojada Group
- Sep 22, 2022
- 4 min
Bringing pensions together
What to consider if you have multiple pension pots The employment landscape has evolved significantly over the last few decades and...
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Ancojada Group
- Sep 22, 2022
- 3 min
Great Wealth Transfer
Preparing both ‘the family’ and ‘the money’ for the transition of wealth to the next generation. If you want to pass wealth on to your...
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Ancojada Group
- Sep 22, 2022
- 3 min
Inheritance Tax Receipts Reach £6.1Billion
What if I could make my wealth more tax-efficient? We all want to leave a legacy and make sure the ones we care about most are well taken...
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Ancojada Group
- Sep 22, 2022
- 2 min
Inheritance tax receipts double in a decade
New data from HMRC show the Treasury’s inheritance tax (IHT) receipts have doubled since 2012/13. Of all the various taxes levied in the...
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Ancojada Group
- Sep 22, 2022
- 2 min
Capital gains simplification on the cards for divorce settlements
New legislation is set to simplify one aspect of tax on divorce or dissolution. Marriage is not what it used to be. In 2020, 46% of...
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Ancojada Group
- Jul 14, 2022
- 3 min
Pension property after divorce
Ensuring an equal division of all the assets within the matrimonial pot The breakdown of a marriage is often referred to one of the most...
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Ancojada Group
- Jun 27, 2022
- 3 min
Discussing inheritance with your heirs
Shockingly, more than half of the UK adult population have not discussed the subject. With wealth for millennials set to double in the...
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Ancojada Group
- Jun 27, 2022
- 3 min
Passing on wealth to the next generations
30 million parents want to leave wealth in their Will Millions of Britons say they want to plan to pass on wealth to their children and...
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