our

education

The value of pensions and investments can fall as well as rise, you may get back less than you invested.

Tax treatment varies according to individual circumstance and is subject to change.

What is Inheritance Tax?

Inheritance Tax is a tax on the estate (the property, money and possessions) of someone who’s died.

Investments
Retirement
Savings
Protection
Inheritance Tax
learn more

What is a Platform?

December 10, 2020

In simple terms, a platform is an IT solution that allows clients to consolidate their investments and manage these in one place. In reality, a platform is a service rather than a product.

Retirement
Investments
Savings
learn more

What is an Offshore Bond?

December 10, 2020

An investment bond provides a flexible method of investing your money, with the potential for growth over the medium to long term. It is designed to allow your capital to grow and give you the ability to take regular, tax-efficient withdrawals is required.

Retirement
Investments
Savings
learn more

What is an Onshore Bond?

December 10, 2020

An investment bond provides a flexible method of investing your money, with the potential for growth over the medium to long term. It is designed to allow your capital to grow and give you the ability to take regular, tax-efficient withdrawals is required. An investment bond offers the opportunity to take advantage of several tax benefits, including arrangements which can help to reduce your inheritance tax liability.

Retirement
Investments
Savings
learn more

What is a Pension?

December 10, 2020

Essentially, a pension is just a type of savings plan to help you save money for later in life, typically, your retirement. It also has favourable tax treatment compared to other forms of savings. There are different types of pensions available, depending on your circumstances. So here is an overview of the different options.

Investments
Retirement
Savings
learn more