by Dan Mazouz | Aug 3, 2021 | Plan Well, Tips & Advice
Gifting a property is an increasingly popular way of reducing the value of an estate for inheritance tax purposes., but there are other tax implications to consider and these vary according to whether you know the person you are giving the property to, their age and...
by Dan Mazouz | Aug 3, 2021 | Plan Well, Tips & Advice
Inheritance tax is deeply unpopular, and many see it as unfair. Avoiding the death duty is a priority for many people as they grow older. But while tens of thousands of people must pay the hated 40% levy each year, many of us will in fact pay nothing at all thanks to...
by Dan Mazouz | Jul 9, 2021 | Plan Well, Tips & Advice
Pensions are in the crosshairs and millions of savers stand to be hundreds of thousands of pounds out of pocket as the Treasury plans a raid on worker’s retirement savings. Pensioners are likely to be spared as the Government attempts to fill the black hole the...
by Dan Mazouz | Jun 9, 2021 | News
Howard Gold of Howard Gold’s No-Nonsense Investing picks out his five worst investing calls so far, based on how far off-base they were, and how monumental their consequences turned out to be: 5. In 2008, Goldman Sachs analysts said oil would soon hit $200 a...
by Dan Mazouz | Jun 9, 2021 | News, Plan Well
Global markets were driven higher – primarily by exciting, and ultimately riskier technology companies – as the world moved to a new environment following the pandemic. In the US, just a handful of companies have provided most returns over recent years, as businesses...
