Smart Money Newsletter May/Jun 2018

Smart Money Newsletter May/Jun 2018

Welcome to the 2018 May-Jun FCFP Newsletter of our newsletter. The full list of the articles featured in this issue appears on Page 02.

We have now moved to exciting new premises in Exeter: Centenary House, Peninsula Park, Rydon Lane, Exeter EX2 7XE.

Page 04 – Inheritance Tax planning

The UK tax inheritance system can be hard to follow. Getting your planning wrong could also mean your family is faced with an unexpectedly high Inheritance Tax bill.

Page 08 – 2018/19 tax year changes

We look at what you need to know about the 2018/19 tax year changes and new initiatives. There is little change in the overall tax burden for basic-rate taxpayers but there are still changes to take note of.

Page 11 – Supporting grandchildren with pension funds

Forget the Lamborghini – research shows a quarter of generous grandparents have already given away money to their grandchildren using funds from their pension.

Page 12 – Consolidating multiple pensions

If you’re starting a new job or nearing retirement, you might wonder how to consolidate the multiple pensions you’ve accumulated over a decade or two of work.

If you would like to discuss or review any area of your financial plans, please contact us.

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