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Category Archives: Legacy Planning

New Main Residence Nil Rate Band Planning – Causeway Coast Inheritance Tax Planning

Inheritance Tax Planning, Legacy Planning, Market Commentary, News, Tax Planning

New Main Residence Nil Rate Band Planning This will benefit individuals with direct descendants who have an estate, which includes a main residence, with total assets above the current inheritance tax threshold, or nil-rate band. What is the “Main Residence Nil Rate Band”? It will introduce an additional nil-rate band when a residence is passed […]

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Social Impact Investing – Ethical Investing

Ethical Investing, Financial Planning, Investments, Legacy Planning, Social Impact Investing

I travelled to London this week to take part in the launch of Worthstone – an organisation established to promote investing for social impact. The event took place in the House of St. Barnabas. The House of St. Barnabas is fascinating and operates a not-for-profit private member’s club in Soho which funds the Employment Academy […]

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Is there a true safe haven for your money?

Investments, ISA, Legacy Planning, News

Most of you will have heard of Warren Buffett, one of the world’s richest men, and a very respected and seasoned investor.  He’s usually worth listening to and I read some exerpts from his annual letter to investors in his company, Berkshire Hathaway.  The original article can be found here.  You cannot turn your back […]

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