Intelligent Wealth – July / August Downloads 26 August 2021 Share If you’ve worked hard throughout your lifetime to grow your wealth, you will want to ensure that it will help to safeguard the financial security of your loved ones after you’ve gone. There is a perception by some people that Inheritance Tax only affects the rich, which is untrue. Without careful planning in your lifetime, you could leave your loved ones with less than expected after the Inheritance Tax bill is paid. In this issue we look at how proper planning can help you pass on as much as possible to the people you choose by avoiding additional unnecessary tax charges. Saving for a child today is a wonderful gift for their future as well as being a great way to teach them about money. The earlier you can start investing money for your children or grandchildren, the more chance it has to grow before they need it as an adult. Here, we take a look at some of the options you might want to consider to start you on this pathway. The rules around Capital Gains Tax (CGT) are complex and they differ depending on your financial situation. It’s a complicated tax and, as a result, some people may get confused about how much they should expect to pay. Capital Gains Tax is a tax payable on the profits (or ‘capital gains’) you make from selling certain assets. Putting you at the centre of everything we do At Fairstone we are dedicated to delivering the best outcomes for each individual client and their unique situation. Our expert advisers will provide detailed recommendations to create and implement your financial plan. To discuss how Fairstone can help you, please contact us. We look forward to hearing from you. Download Intelligent-Wealth-July-August 21 here Share Discover how we can help you to plan for retirement Speak to an expert 0800 029 1110 or Match me to an adviser Fairstone Group Ltd are trustees of the Fairstone Foundation – registered charity number 1121478 © Copyright 2021 Fairstone Group. All rights reserved. Fairstone Financial Management Ltd. is authorised and regulated by the Financial Conduct Authority (FRN: 475973) Fairstone Wealth Management Ltd. Is authorised and regulated by the Financial Conduct Authority (FRN: 188596) Fairstone Private Wealth Ltd. is authorised and regulated by the Financial Conduct Authority (FRN: 457558) Fairstone Mortgage Solutions Ltd. is authorised and regulated by the Financial Conduct Authority (FRN:655072) All are part of the Fairstone group of companies. Registered in England. Registered Address: 1 the Bulrushes, Woodstock Way, Boldon Business park, Tyne & Wear NE35 9PF Keep up to date with Fairstone by subscribing to Intelligent Wealth, our FREE bi-monthly magazine ✔ I am happy to receive updates from Fairstone that may include newsletters, topical guides, financial insights and company news and events Privacy Policy How to make a complaint Modern Slavery Act Transparency Statement FCA Register Fairstone Group Fairstone Private Wealth Gender Pay Gap Careers We use cookies on this site to enhance your user experience. Further information can be found in our Privacy Policy. To agree to the use of cookies please click the button. OK, I agree