We are delighted and extremely proud to announce that Montage Wealth Management won three awards at the Professional Adviser Awards 2019 About the Awards The Professional Adviser Awards have…
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Thanks to the legislation first announced by the Government in July 2015, married couples and civil partnerships could have an Inheritance Tax allowance of up to £1,000,000 on…
“…austerity is coming to an end – but discipline will remain” were the words the Chancellor, Philip Hammond, used to summarise his October Budget speech. That balance between…
Around this time last year, we discussed that there was a disconnect between the rate at which the Federal Reserve expected interest rates to rise and the rate…
Clients often ask us about the most effective way of reducing their potential Inheritance Tax (IHT) bill. If you’re in a relationship, own a property, and intend to…
It seems every few weeks you see the headline ‘Mr Super-Rich/Company X pays no tax or little to no tax on earnings’. Usually, there’s a statement from the…
The 25 minutes of Mr Hammond’s first Spring Statement came as a welcome relief after 2017, a year that that contained two Budgets and three Finance Bills. The…
With the announcement of the royal wedding we got to thinking about the highly underutilised Marriage Allowance, which many more couples could be taking advantage of. In 2013…
Mr Hammond will probably be pleased if commentators decide that his Autumn Budget was a steady, broadly modest Budget. After the National Insurance u-turn he was forced to…
While the majority of people will be eligible to receive the state pension, it is important that this is not relied upon to be your sole source of…
