Enterprise
Investment Schemes

Why film investing is still one of the few remaining tax breaks on the market
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Diversifying
your investments

Selecting assets that behave in different ways
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In search of
boosting your income

Strategies that pay dividends
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Is your retirement
clock ticking?

Steps you can take to catch up on a shortfall
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Inheritance Tax

Isn’t it time you assessed your estate’s potential liability?
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Financial reasons to make a will

Putting it off could mean that your spouse receives less
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Life expectancy
rises unexpectedly

Further pressure on public sector pension schemes
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Make time to review your personal tax position

Essential planning to beat the 5 April 2011 deadline
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The need for protection

Helping your dependants to cope financially
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When you will be allowed to retire

The coalition government’s intent to speed up the process
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Income drawdown

Keeping your pension funds invested beyond your normal retirement date
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Investing in
BRIC countries

BRIC is an acronym for the combined economies of Brazil, Russia, India and China.
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Open-ended
investment companies

Making potential gains from the growth in value of company shares
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Good news for your nest egg

Surprise cut to NEST charges for some company pension savers
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Self-Invested
Personal Pensions’

A pension wrapper that offers more freedom of choice
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Inheritance Tax glossary

Common estate planning terms
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Cost of care

Gap between the cost of care and what local authorities are prepared to pay is growing
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