Can grandparents open a Junior ISA for a grandchild?
At Four Wealth Management, we are often approached by grandparents who are looking to invest for their grandchildren tax-efficiently. There are various different savings
At Four Wealth Management, we are often approached by grandparents who are looking to invest for their grandchildren tax-efficiently. There are various different savings
If you are self-employed then planning for your retirement requires you to proactively look at your own pension options in order to ensure you
You spend your lifetime building and preserving your wealth but ensuring that it is passed to your future generations tax-efficiently requires strategic planning in
Probate is the legal process of administering an individual’s estate after they pass away. It can be time-consuming and very complex. However, trusts can
For landlords, selling a property can result in capital gains which might mean that they face a capital gains tax bill. Understanding capital gains
Inheriting a property can provide you with a valuable asset and the chance of financial stability, however it also has various tax implications that
It is possible that inheritance tax will mean that your loved ones do not receive as much of your wealth as you had hoped
Many female entrepreneurs opt to start their own business or go self-employed to accommodate a more flexible working pattern that fits around family life.
It’s the start of a new year and it is the perfect time to take control of your finances. With prices and interest rates
Inheritance Tax is up to 40% on all assets in your estate over the nil rate band of £325,000. You may also be entitled
Capital Gains Tax (CGT) is the tax on the profit that you make when you sell assets that has increased in value since you
Being made redundant is when you lose your job because your employer is reducing the number of staff they have. This can be for
There are many different types of insurance policies available, and it can be hard to know which insurance policies you actually need. Income protection
Business owners have a lot of financial implications to consider throughout the course of their career. One of these considerations is how to pass
With property prices continuing to rise, young people are struggling to get onto the housing ladder. Many parents want to gift a cash sum
Many small businesses involve all of the family at some point. Small business owners often come to Four Wealth Management with tax planning queries
Capital Gains Tax (CGT) is the tax on the profit you make when you sell valuable assets that has gone up in value since
In April 2023, the government introduced a rise in corporation tax from 19% to 25% so it is more important that ever that business
If you are considering leaving your children or grandchildren a substantial inheritance, then you should consider the best way to do this to protect
Divorce will have a significant impact on finances, including pensions. Marriage breakdown is very stressful and can be very costly and can involve legal
Four Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at www.sjp.co.uk/products. The `St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Four Wealth Management Ltd is registered in England and Wales, Number 07218115. Registered Office: Waterloo House, Waterloo Road, Clifton, Bristol, BS8 4BT