Tag Archives: Janine Edwards

Long term care funding for elderly relatives

Long Term Care Planning Last week I met a few families specifically about long term care planning for themselves or their relatives. With advances in medical science and continually improving lifestyles, many people are now living much longer, but this … Continue reading

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Retirement planning

Pensions Last week I met with a couple of clients about utilising their last 3 years unused pension contributions on which they can then get 40/50% tax relief, with the new pension rules introduced recently. For some clients this can … Continue reading

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A head start with Junior ISA

Junior ISA Watching the children in our lives grow up can be a rollercoaster ride. Whether it’s drying their tears, encouraging their studies, or providing financial and emotional support for one or more of life’s key milestones we do what … Continue reading

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Trusts and role of Trustees

Last week I met some clients to discuss a family trust. They are trustees of the trust and were concerned about their responsibility as trustees. Many people find the trustee role very onerous, with all the paperwork involved, tax issues … Continue reading

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St. James’s Place Foundation Ball

On Friday we had our annual St. James’s Place Foundation Ball. 280 guests attended a ‘Charleston’ themed evening at Walkers Stadium in Leicester. We raised money on the evening via raffles, stand up bingo, a silent auction and a main … Continue reading

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Charity ball

This weekend I have been making the last arrangements for our charity ball this Friday. The Ball is to be held at Walkers stadium in Leicester and we will be raising funds via ‘stand up bingo’ , a silent auction … Continue reading

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Business property relief

This week I met with a client that is selling his business. We discussed ways that he could invest the proceeds for income and growth and to maximise tax efficiency. One thing that business owners may receive while they own … Continue reading

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Preserving and protecting your wealth

In life, we all want to retain the wealth we create for ourselves in our lifetime but also to plan ahead for the benefit of future generations. That’s when it becomes vital to consider estate planning in order to protect … Continue reading

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Seminar for health care professionals

This week I am preparing for a seminar I am giving to health care professionals about their NHS and private pension planning, Inheritance Tax Planning and Wealth Management needs. I will be joined by a speaker who has an in … Continue reading

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HMRC Crackdown on Tax Avoidance

HMRC is ratcheting up its crack down on people who try to avoid paying tax. It is spreading its net wide. From plumbers, to restaurant owners, to private tutors, to offshore investors, few appear safe as HMRC bids to narrow … Continue reading

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