Simon Prestcote, IFA Barnet - How to avoid paying inheritance tax on your ISAs
Wednesday 15 July 2020
ISAs have many tax advantages but they are NOT free from inheritance tax unless you leave them to your spouse or civil partner. Read more here.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Howard Goodship,IFA, Ringwood-The Value of Ongoing Investment Management
Wednesday 8 July 2020
Howard Goodship, Chartered Financial Planner, Ringwood explains why it is important to regularly review your finances.
Don’t put off making financial decisions – call our Lonsdale advisers now
Friday 3 July 2020
Don’t let the pandemic stop you from taking financial advice. Call our qualified Lonsdale Wealth Management financial advisers on 01727 845500
Simon Prestcote -How clients benefit from our online financial planning service
Friday 26 June 2020
Our Lonsdale independent financial advisers responded quickly to the pandemic to provide a secure online financial planning service for our clients.
Allan Ross, independent financial adviser in Ware achieves SOLLA accreditation
Tuesday 2 June 2020
In March 2020 Allan Ross achieved the Later Life Adviser Accreditation and became a member of the Society of Later Life Planners (SOLLA).
Further Technical updates in relation to Coronavirus - 1/6/20
Monday 1 June 2020
Review how the Coronavirus Job Retention Scheme, financial planning, trustee investment and tax planning are affected by the pandemic
How Lonsdale Wealth Management’s financial advisers respond to working online
Thursday 28 May 2020
Our teams have adapted quickly to new working conditions and are using video conferencing and helping our clients adapt to this online technology.
Practical financial planning and technical updates in relation to coronavirus
Friday 22 May 2020
Review how cash planning, inheritance tax planning, capital gains tax planning and gifting are affected by the coronavirus pandemic
Howard Goodship, IFA, Ringwood - How to achieve Tax Efficient Investment Income
Wednesday 13 May 2020
Read Howard Goodship's article if you want to know how to generate a healthy level of current income from savings and investments
Allan Ross, IFA Ware Hertfordshire - Why set up a Lasting Power of Attorney?
Tuesday 12 May 2020
SOLLA accredited Allan Ross reviews why Lonsdale independent financial advisers recommend our clients set up wills and Lasting Power of Attorney
Need financial planning advice?
If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.
