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More young adults are more engaged about money with their parents than past generations When it comes to conversations about money, more...
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Ancojada Group
Sep 22, 20223 min read
Great Wealth Transfer
Preparing both ‘the family’ and ‘the money’ for the transition of wealth to the next generation. If you want to pass wealth on to your...
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Ancojada Group
Sep 22, 20223 min read
Inheritance Tax Receipts Reach £6.1Billion
What if I could make my wealth more tax-efficient? We all want to leave a legacy and make sure the ones we care about most are well taken...
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Ancojada Group
Sep 22, 20222 min read
Three financial lessons from the Covid-19 pandemic
The pandemic taught us many things, but some of them are already slipping away. The Covid-19 pandemic is now beginning to fade from the...
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Ancojada Group
Sep 22, 20222 min read
Inheritance tax receipts double in a decade
New data from HMRC show the Treasury’s inheritance tax (IHT) receipts have doubled since 2012/13. Of all the various taxes levied in the...
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Ancojada Group
Sep 22, 20222 min read
Capital gains simplification on the cards for divorce settlements
New legislation is set to simplify one aspect of tax on divorce or dissolution. Marriage is not what it used to be. In 2020, 46% of...
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Ancojada Group
Jun 27, 20223 min read
Discussing inheritance with your heirs
Shockingly, more than half of the UK adult population have not discussed the subject. With wealth for millennials set to double in the...
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Ancojada Group
Jun 27, 20223 min read
Passing on wealth to the next generations
30 million parents want to leave wealth in their Will Millions of Britons say they want to plan to pass on wealth to their children and...
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Ancojada Group
May 10, 20222 min read
Time to take AIM at Inheritance Tax with your ISA?
The tax benefits of ISAs can extend to inheritance tax. Individual Savings Accounts (ISAs) have three major tax advantages: 1. No UK...
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Ancojada Group
Mar 26, 20222 min read
Protecting Your Assets
Are Mirror Wills the best option? Mirror Wills are two Wills made by a couple usually leaving everything to each other and then to the...
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Ancojada Group
Feb 22, 20223 min read
Will you be ditching your mask?
The importance of personal responsibility. By Colin Barrett, Group Director at Ancojada Group This week saw the much-predicted...
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Ancojada Group
Jan 26, 20222 min read
Focussing in on tax year-end planning
With Christmas and New Year behind us, tax year-end planning should now be on your radar. The 2021/22 tax year will end on Tuesday 5...
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Ancojada Group
Jan 26, 20222 min read
Uncertainties removed on two key personal taxes
The future of two important personal taxes – inheritance and capital gains – has finally been clarified, simplifying aspects of year-end...
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Ancojada Group
Jan 26, 20223 min read
Whats your issue? When do we make a will?
Last week my youngest daughter gave birth to her first child, a new Grandson for Jan and I. Yes, yes, I know I told you this last week,...
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Ancojada Group
Jan 19, 20223 min read
A New Grandson - The Joy & The Anxiety!
By Colin Barrett, Group Director at Ancojada Group Last week our youngest daughter gave birth to a wonderful baby boy, her first born...
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Ancojada Group
Jan 12, 20223 min read
"Quitters Day" is coming up fast!
By Colin Barrett, Group Director at Ancojada Group We may only be in the second week of January but according to analysis provided by...
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Ancojada Group
Jan 5, 20223 min read
Time to put away Christmas and start planning for a positive and healthy 2022?
By Colin Barrett, Director, Ancojada Group Today marks the arrival of “Twelfth Night”, the date when we put away all the trappings of...
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Ancojada Group
Dec 20, 20212 min read
Business Lasting Powers of Attorney
Business Owners - What are Business LPA's and why should you have one? Business LPAs allow business owners to protect their business. ...
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Ancojada Group
Dec 13, 20213 min read
Have you been asked to act as Executor to a Will?
Executors are the people who ensure that someones Estate is wound up and that their assets are distributed in accordance with their Will....
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Ancojada Group
Nov 2, 20212 min read
Ancojada Group launches the “Better Wills Campaign”
“Most wills ever written don’t actually work terribly well” Making a will is one of the most important actions you will ever need to...
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