by CA Financial Services | Jun 5, 2023 | Uncategorized
In current market conditions, many bereaved people are fi nding that the investments they inherited have dropped in value. In a little-known loophole known as IHT share loss relief, it may be possible to claim a tax rebate when certain qualifying investments are sold... by CA Financial Services | May 30, 2023 | Uncategorized
Analysis3 has revealed that stopping or reducing pension contributions, even for a relatively short time such as a year, can have a signifi cant impact on your fi nal pension pot, with savers potentially being thousands of pounds less well off in retirement. Choosing... by CA Financial Services | May 23, 2023 | Uncategorized
With the largest ever intergenerational passing of wealth projected over the next few decades, the need for inheritance advice has never been greater. Intergenerational planning can also help with more immediate financial needs, particularly when generations work... by CA Financial Services | May 16, 2023 | Uncategorized
Some positive news on pensions – research1 indicates that UK consumers are keen to take a greater role in preparing for their retirement and are improving their pension knowledge too. A Link Group survey suggests pensions industry bodies have had some success in... by CA Financial Services | May 15, 2023 | Uncategorized
60 years ago, the Beatles celebrated their first UK number one single – ‘From Me to You’. The Fab Four went on to spend an incredible seven years in the UK top 40. The band has influenced musicians for decades, but what you might have overlooked are some of the...