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Taxes set to rise for baby boomer generation?

Tuesday, March 20, 2018
Recent research has suggested that those in the baby-boomer generation (those born between 1945 and 1965) should be prepared to pay higher wealth taxes in order to pay for healthcare costs which are likely to climb steeply in the near future. The baby boomers are the wealthiest and most a 

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Talking about your Will – don’t be one of the 93%!

Tuesday, March 20, 2018
A National Savings and Investment survey back in 2011 revealed widespread ignorance within families about future inheritance plans. The survey indicated that only 7% of people had spoken to their parents about inheritance. Today, seemingly that statistic remains unchanged. One of the  

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Inheritance Tax (IHT) exemption for certain military personnel

Tuesday, March 20, 2018
Estate and IHT planning is the process of anticipating and arranging for the management and disposal of your estate during your lifetime and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax. This article highlights a much overlooked IHT e 

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Self-employed not saving enough

Tuesday, March 20, 2018
Whilst auto-enrolment has succeeded in getting millions of workers saving for retirement, the self-employed are still woefully underprepared. The latest Government figures show almost 40 million UK workers are now part of a pension scheme – up 17% since 2015 – thanks in a  

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The ISA deadline approaches: Making the most of your allowances

Tuesday, March 20, 2018
So, it’s mid-March already! That means spring is just around the corner. It also means that the 5th April – the end of the current tax year – is rapidly approaching and you should make the most of your tax allowances, starting with your Individual Savings Account (ISA).  

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Brunsdon is the trading name of Brunsdon Financial Services Ltd. (Reg. No. 03434005), Brunsdon Insurance Brokers Ltd. (Reg. No. 03433998), Brunsdon Asset Management Ltd. (Reg. No. 07098607) and Brunsdon Employee Benefits Ltd (Reg. No. 11021460). All companies are registered at Goodridge House, Goodridge Avenue, Gloucester GL2 5EA. Tel. 01452 623623 E-mail. enquire@brunsdon.co.uk. Brunsdon Financial Services Ltd. and Brunsdon Insurance Brokers Ltd. are authorised and regulated by the Financial Conduct Authority. Brunsdon Employee Benefits Ltd is an appointed representative of Brunsdon Financial Services Ltd. The FCA does not regulate tax advice and some elements of Automatic Enrolment.

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