Do you need your money to work harder for your Retirement?, Future?, Children?, Lifestyle?


Archive: Feb 2020

Inheritance tax planning ahead of the Budget

There is a real concern that the inheritance tax rules may be due for a change. A couple of recent reports give an outline of the areas that may receive attention. One of these is the exemption for “normal expenditure out of income” and clients who can use this exemption may like to take early action. Read this article to find out more.


January Inflation Numbers

The CPI for January showed an annual rate of 1.8%, up 0.5% from December. Read this article to find out where the inflation increased and decreased during this period.


Buy To Let and FTSE: The Last 10 Years

The Great British Public has long had a love affair with bricks and mortar, witness the continued (if waning) popularity of buy-to-let. It set us wondering what the last decade revealed about the returns from UK residential property compared to UK shares.


Rumours of pension tax relief cuts are not going away

In the run up to most Budgets it is common to hear rumours suggesting some form of cut to pensions tax relief, however, this year it seems more likely than usual. Discover how to maximise higher rate relief before the tax year end.



With investment, your capital is at risk. The value of your portfolio with Lexo can go down as well as up and you may get back less than you invest. It is important that you understand the risks. Lexo aims to provide information to help you make your own informed decision. It does not provide personal advice based on your circumstances. If you are unsure, please seek personal advice from Lexington Wealth.

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