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Handy Guides

Handy Guides

Inheritance Tax Allowances for Gifting

The Autumn 2022 budget confirmed both the Nil Rate Band (NRB) and Residence Nil Rate Band (RNRB) will be frozen at a combined total of up to £500,000 per person until 2028. What are the various available gifting allowances?

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Handy Guides

Bonus Vs Dividends

Being a director/shareholder offers the luxury of designing your own remuneration structure to best suit your finances and minimise your tax bill.

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Handy Guides

Portfolio Rebalancing

The asset allocation of a portfolio is designed to meet an appropriate risk profile of an investor. Rebalancing a portfolio is the process of bringing the current asset allocation back into line with the original or intended asset allocation.

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Handy Guides

Styles of Investing; Active or Passive

Before I became a financial planner, investing was all about making money and buying a ‘hot stock’, 25 years later, I reflect on my naivety and appreciate how others may also be thinking this and asking themselves what is the right way to invest?

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Handy Guides

Early retirement with a defined benefit pension

A defined benefit pension is the gold standard of pensions, the scheme promises you a guaranteed income at your agreed retirement age for the rest of your life, the amount of income you receive will rise in line with inflation and the amount you receive is based on the number of years you were a member of the scheme and your pensionable salary.

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Lexo is the trading name of Lexington Wealth Management Ltd. (registered number 05503144). Lexington Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority (No. 440099).

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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