Archive | July, 2009
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Using Your ISA

Just when you thought it was safe to go back in the water … After several recent rallies in share prices, we are currently seeing another slight downturn; so investors could be forgiven for being slightly nervous about investing in shares, in case they fall even further in value. Markets might, of course, fall again [...]

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Hidden ‘tax’ on death

Financial services professionals are so accustomed to think in terms of inheritance tax, that even we can occasionally miss some of the more obvious pitfalls of dealing with the financial consequences of death. Of course, one of the most challenging issues is intestacy; simply not having made a will. Where this occurs, money can end [...]

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