Comments, News and features from the team at Chiltern Consultancy

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Plus check out our latest Guides for January and February, available to download
in the Online Services section

Guide to Estate Preservation

Posted by siteadmin on Thursday 18th of January 2018

Wealth transfer has become an important issue for many families today. Individuals with assets of any size should prepare for their eventual transfer whilst making provision for any tax or legal consequences.

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estate_preservation_-_Jan-Feb_2018.pdf


Guide to Pensions & Divorce

Posted by siteadmin on Thursday 11th of January 2018

Chiltern Guide to Pensions and Divorce Breaking up is hard to do! Divorce and pensions are very significant. A pension could be a couple’s most valuable matrimonial asset, in some cases worth more than the equity in the family home. As such, it is important that pensions are considered in the financial settlement if a couple decides to divorce or dissolve their registered civil partnership. All the money you’ve saved into it (except for your basic State Pension) will be taken into account when your assets are divided. Download our latest gui...


Money Matters Jan/Feb

Posted by siteadmin on Wednesday 10th of January 2018

Welcome to our first edition of 2018. The New Year is the perfect time to overhaul your life for the better, and one excellent place to start is by making solid financial resolutions that can help get you closer to your money goals, whether it’s increasing your retirement provision, looking to mitigate a potential Inheritance Tax bill or reviewing your level of protection in the event of an unexpected event.

To download click Money_Matters_-_Jan-Feb_18.pdf

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Live on AdviserBook

Posted by siteadmin on Friday 15th of December 2017

Chiltern Consultancy has gone live today on the newly launched AdviserBook Founded in 2017, AdviserBook is an online directory and the UKs first definitive directory of all regulated financial advisers able to provide retail advice. The facility has three ambitions: (1) Help stop scams by only listing regulated financial advisers (2) Help the public by allowing them to choose the most appropriate financial advice firm for them (3) Help financial advice firms gain further exposure. To visit the Chiltern Consultancy page simply click on ...

Snow joke on a Monday

Posted by siteadmin on Monday 11th of December 2017

15+cm of snow met Chiltern employees able to make it into the Offices in Stokenchurch on Monday morning.
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Chiltern now on Twitter

Posted by siteadmin on Thursday 7th of December 2017

Chiltern now have a presence on Twitter, you can follow us @ChilternIFAs for all the latest news, views and comments from our team of expert advisers

Check out our latest tweet on Auto Enrolment


Guide to Creating Wealth for Children

Posted by siteadmin on Tuesday 5th of December 2017

Nurturing the future – investments to provide a flying start in life Whether you’re a relative, parent, grandparent or a friend, investing for a child’s future is one of the most important things you can do. For any investor, time is a powerful ally – so where you are investing on behalf of children, you start with a great advantage.

To find out more simply download our informative guide below

A_Guide_to_Creating_Wealth_for_Children_-_Nov-Dec_2017.pdf

 

 


Money Matters December

Posted by siteadmin on Tuesday 5th of December 2017

Welcome to the final issue for 2017, featuring news, opinion, insights and analysis to help you navigate the complexities of today’s financial world. Inside this issue, we talk about estate planning, which is an extremely emotional subject as people generally don’t like talking about money or death. On page 10, we comment on new research that shows some people would like to talk about this subject but haven’t found the right time or just don’t know where to start. This is worrying considering Inheritance Tax receipts increased by 22.9% in th...


Autumn Budget Summary "Investments"

Posted by centro on Wednesday 29th of November 2017

Investments 

Individual Savings Account (ISA) annual subscription limits – The ISA annual subscription limit for 2018/19 will remain unchanged at £20,000. The annual subscription limit for Junior ISAs and Child Trust Funds for 2018/19 will be uprated in line with CPI to £4,260. 

Save As You Earn scheme – Employees on maternity and parental leave will be able to take up to a 12 month pause from saving into their Save As You Earn employee share scheme, increased from 6 months currently. The change will take effect from 6 April 2018.

Life as...


Autumn Budget Summary "Stamp Duty"

Posted by centro on Wednesday 29th of November 2017

Autumn Budget 2017

As expected with Brexit looming, Philip Hammond delivered a fairly non-descript Budget with only one or two small surprises. The highlights of most relevance to those in the financial planning industry are detailed below.

Stamp Duty Land Tax

Stamp duty has been abolished on homes under £300,000 for first-time buyers and they will not pay stamp duty on the first £300,000 for homes worth between £300,000 and £500,000.  They will pay the normal rates of stamp duty on the price above that. This will save £1,660‎ on the aver...