E-nformer
Here are our articles that we have published to the Law Socity of Northern Ireland's E-nformer.
Risk vs Reward
13 June 2023
Investment risk refers to the potential for an investment to experience a loss or not achieve the expected return. All investments carry some level of risk, and understanding and managing these risks is essential for making informed investment decisions.
Read MoreDispelling the myths of IHT
22 May 2023
From many years of working in this area of tax and financial planning, it has come to my attention that there are a number of myths or misunderstandings in relation to estate planning for Inheritance Tax (IHT) mitigation
Read MoreSave for the future or spend it now?
15 May 2023
This is a question most of us ask ourselves on a regular basis and depending on what stage we are in our lives or even what time of the year we ask the question
Read MoreLong-term care considerations
02 May 2023
Long-term care in the UK refers to the provision of ongoing care and support for individuals who are unable to care for themselves due to old age, illness, or disability
Read MoreBusiness Relief – How does that work?
18 April 2023
In order to reduce their inheritance tax liability, many clients decide that they would like to make gifts to family or settle assets into trust
Read MoreTax year end – don’t forget about your pension
01 March 2022
As we move towards the end of the tax year the focus for many people will be on capital gains tax or ensuring their £20,000 ISA allowance is fully utilised. But what about pensions?
Read MoreMaking the most of your ISA allowance: Cash ISAs, Inflation and the Personal Savings Allowance
01 March 2022
Interest rates from cash savings have been minimal to non-existent in recent years and despite seeing small increases of late, it’s not hard to see the lack of value in cash savings over the long term.
Read MoreInterest Rates Long Term
07 February 2022
With Interest Rate hikes making the news at present is it time to fix your mortgage rate for the longer term?
Read MoreThe risks of inflation – how will it affect me in my pocket and my portfolio?
31 January 2022
One of the hottest topics of late, not just in the investment world but also on mainstream news, is the ongoing rise in prices.
Read MoreThe Big Green Elephant in the Room
24 January 2022
Does a good ESG score always mean that an investment fund is sustainable or responsible?
Read MoreRetiring early - a pipe dream or a reality?
17 January 2022
Recent research conducted by Aviva found that one in four people who intend retiring early.
Read MoreLaw Society (NI) Financial Advice welcomes back Neil Linton as a Financial Planner
10 January 2022
Happy New Year! We hope you all enjoyed the festive break.
Read More