EMAIL US

Doesn't your financial future deserve advice that is
independent?

Contact us NOW for a FREE consultation

  • Absolute
  • Absolute
  • Absolute
  • Absolute
  • Absolute

VouchedFor rating and reviews for Ramesh Thakrar, IFA LONDON

Business Relief

March 6, 2023, filed under Uncategorized; No Comments.

A key solution to significantly reducing a potential future Inheritance Tax bill

If you have business owner status, or have shares of a business, this will be reflected in the value of your estate. Business Relief is a valuable Inheritance Tax relief for business owners, whether making a lifetime transfer or on death. Business relief is either 50% or 100% on an estate’s business assets. The exact relief amount will depend on the nature of the assets.
Read the rest of this entry »

Preserving wealth for future generations

, filed under Uncategorized; No Comments.

Factors likely to have a lasting and positive impact on wealth

Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of HM Revenue & Customs.
Read the rest of this entry »

Millennials willing to forgo inheritance

January 6, 2023, filed under Uncategorized; No Comments.

Harder to support bigger financial commitments of older generation parents

Many people want to do what they can to ensure they maximise the amount they leave to their family and minimise Inheritance Tax, but working out how much you can afford to give away during your lifetime isn’t easy.
Read the rest of this entry »

Chancellor retains state pension triple lock

, filed under Uncategorized; No Comments.

State pension is set for a record-breaking increase from April 2023

If you’re currently receiving or have been looking into the State Pension, then you’ve probably heard of the ‘triple lock’. But what is it?
Read the rest of this entry »

Don’t miss the ISA deadline

, filed under Uncategorized; No Comments.

Use your tax-efficient allowance or lose it forever!

Time is running out to take advantage of this year’s Individual Savings Account (ISA) allowances. You get one ISA allowance per tax year. So use it or lose it soon, when the tax year ends on 5 April.
Read the rest of this entry »

‘Phased retirement’

, filed under Uncategorized; No Comments.

Pre-retirees starting their plans but will rising living costs halt their plans?

Retiring early is a dream for many people and it is achievable for people who have been able to plan, save into a pension over a long period and taken financial advice to help them plan their finances. However, it can become a financial problem if retirement is forced upon people before they have had time to prepare.
Read the rest of this entry »

No ‘one-size-fits-all’ protection solution

, filed under Uncategorized; No Comments.

Helping you feel confident your family’s finances are secure

With a New Year comes resolutions. Everyone should make a resolution to review their protection and estate plans. A solid plan will help you feel confident your family’s finances are secure.
Read the rest of this entry »

Taxing times

, filed under Uncategorized; No Comments.

Time for a tax health check?

With the current tax year having begun on 6 April 2022, the clock is ticking and it is important to utilise all the tax reliefs and allowances available to you before 5 April 2023 in order to minimise any potential liabilities.
Read the rest of this entry »

Time to get your retirement plans in motion?

, filed under Uncategorized; No Comments.

Three in five Britons feel stressed about later life planning

It’s only natural, in a world where most people are worried about things that are beyond their control – the rising cost of living, increasing inflation and interest rates that haven’t been seen for years – that you may also feel out of your depth when it comes to things like pensions and later life preparations.
Read the rest of this entry »

Tracing old and lost pensions

, filed under Uncategorized; No Comments.

Nearly half of pension holders have lost track of some of their pension pots

The lost pensions challenge in the UK has grown significantly in recent years, further exacerbated by the pandemic, which resulted in a large proportion of people moving jobs. A recent Pension Policy Institute research briefing calculated the total value of lost pension pots has grown to £26.6 billion in 2022[1].
Read the rest of this entry »

« Older Entries
Newer Entries »