What does the nil rate band really mean for me? BlogFinancial planning What does the nil rate band really mean for me? Changes to inheritance tax (IHT) came in during 2017, affecting the allowance for those wanting…Diane PhillipsJanuary 26, 2018
New Aviva Wrap Terms & Conditions Blog New Aviva Wrap Terms & Conditions Select the links below to view the new Aviva terms and conditions applicable to your…joshuahumphreys@cullenwealth.co.ukJanuary 22, 2018
January Market Commentary Blog January Market Commentary Introduction Another year seems to have flown by in the space of about five months.…Diane PhillipsJanuary 4, 2018
Benefits of a Trust? Blog Benefits of a Trust? There are many different kinds of trusts; bare trusts, mixed trusts, interest-in-possession trusts, and accumulation…Diane PhillipsDecember 5, 2017
December Market Commentary Blog December Market Commentary Introduction November was a relatively disappointing month for world stock markets, with the majority of…Diane PhillipsDecember 5, 2017
Amending a Will? Blog Amending a Will? You have at long last got round to preparing your Last Will and Testament, and…Diane PhillipsNovember 21, 2017
November Market Commentary Blog November Market Commentary Introduction What’s the saying? ‘Close, but no cigar’. That’s how it was in October as…Diane PhillipsNovember 2, 2017
Saving enough for your children’s university education? Blog Saving enough for your children’s university education? Recent figures from the Institute of Fiscal Studies suggest that the average total debt incurred…Diane PhillipsOctober 26, 2017
How to boost your retirement income Blog How to boost your retirement income We are all living longer and so it’s becoming more important than ever to make…Diane PhillipsOctober 26, 2017
October Market Commentary Blog October Market Commentary Introduction Well, we’re still here. Despite the seemingly best efforts of the leaders of the…joshuahumphreys@cullenwealth.co.ukOctober 26, 2017