Wisdom - 2018 Edition One

25 July 2018

Welcome to Wisdom – 2018 Edition One. In this issue;

Welcome – Page 1
Could retiring early be good for your health? – Page 2
Reasons you should consider using a trust – Page 4
Exclusive award for fourth year running – Page 6
Will your Holiday Let give you an Inheritance Tax headache? – Page 8
Different generations at work – Page 10
Guest Spot: Visiting Japan – art through the ages – Page 12
Residential Nil Rate Band – Key considerations a year in – Page 14
Guest Spot: e + r = o: a formula for success – Page 16
Don’t fall foul of the ‘new’ Offshore Tax Liabilities Penalty Regime – Page 18
The topics you need to be talking about with your parents – Page 20
It’s not all about financial planning! – Page 22
The Royal Bath and West Show, 2018 – Page 24
HMRC tax investigations and enquiries – Old Mill’s Fee Protection Service – Page 28
Save, Spend, Protect – Page 29
Guest Spot: The dilemma of planning your retirement home – Page 30
Superfast politics – Page 32

Click here to download publication (PDF, 3.1 MB)

  • For further information please contact:

    Paula Hodge

    Chartered Financial Planner, Head of Private Client

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