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Ancojada Group
Apr 20, 20232 min read
Busting the myths about inheritance tax (IHT)
Inheritance tax (IHT) is a complex subject that can be costly if not navigated properly. Although there are rumours that the government...
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Ancojada Group
Apr 10, 20233 min read
Contentious probate
Avoid the strain and financial losses that contested wills can cause. Contentious probate claims are a type of legal dispute that can...
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Ancojada Group
Apr 10, 20234 min read
Wealth succession
Making the right preparation for future generations Financial planning can be a daunting and uncomfortable conversation for many, but...
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Ancojada Group
Apr 10, 20235 min read
Future wealth
Ready to start saving for your grandchilds future? Investing in the future of your grandchildren is a great way to help them prepare for...
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Ancojada Group
Apr 6, 20235 min read
Wealth Succession
Making the right preparation for future generations Financial planning can be a daunting and uncomfortable conversation for many, but...
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Ancojada Group
Mar 20, 20233 min read
The Revival of Small Self Administered Schemes
A New Era for Commercial Property Investment The recent announcement of the abolition of the lifetime pension allowance cap has sent...
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Ancojada Group
Feb 24, 20233 min read
Protecting those who need you the most
Use lifetime trusts to protect those most vulnerable. Estate planning is a critical part of financial planning that involves making...
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Ancojada Group
Feb 9, 20232 min read
Pensions, death and taxes: the retirement anomaly
There is an interesting lesson to be learned from a think tank’s pension criticism. Think tanks come in many different guises, some more...
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Ancojada Group
Jan 31, 20233 min read
Why use a professional to draft your will?
You’ve decided now is the time to put documentation in place to protect your estate. What next? There are essentially two options...
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Ancojada Group
Jan 30, 20233 min read
Time to talk
Discussing wills and trusts with adult children or dependents. Wealth transfer has become an important issue for many families today....
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Ancojada Group
Jan 30, 20235 min read
Taxing times!
Time for a tax health check? With the current tax year having begun on 6 April 2022, the clock is With the current tax year having begun...
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Ancojada Group
Jan 30, 20233 min read
No "one size fits all" protection solution
Helping you feel confident your family's finances are secure With a New Year comes resolutions. Everyone should make a resolution to...
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Ancojada Group
Jan 26, 20232 min read
Can you really trust your Will?
Discretionary trusts can help protect your loved ones inheritance When it comes to planning for the future and protecting our loved ones,...
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Ancojada Group
Dec 8, 20222 min read
Bad news for unmarried couples
The government has rejected proposals to modernise cohabitation laws in England and Wales, leaving it up to individuals to arrange their...
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Ancojada Group
Nov 7, 20223 min read
Increasing financial support for Millenials
Cost of living crisis drives early inheritance gifting The rising cost of living is cutting into even the most resilient saving pots and...
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Ancojada Group
Nov 7, 20223 min read
Leaving a tax efficient legacy
Considering the "rule of seven when making financial gifts You’ve worked to build up your wealth. But now it’s time to make plans so your...
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Ancojada Group
Nov 6, 20224 min read
Passing wealth down through the generations
Millions of retirees help out in cost of living crisis The rise in the cost of living is affecting millions of people. A third of young...
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Ancojada Group
Nov 6, 20222 min read
After the storm: self-employed tax planning
If you are self-employed or work via a company the winding back of many of the proposals in September’s mini-Budget have altered tax...
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Ancojada Group
Nov 6, 20222 min read
Calling all young adults
Child Trust Fund money continues to be forgotten. Nearly all children born between 1 September 2002 and 2 January 2011 were the lucky...
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Ancojada Group
Sep 24, 20223 min read
Bank of Grandma & Grandpa
Older generation using the wealth held in property to help younger generations. It’s no secret that many younger people tend to encounter...
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