Retirement planning


An introduction to using your resources to ensure you get the retirement you want What do you want your life to be like when you pass retirement age? Are you looking forward to the end of your working life as a time to take on new projects or to simply relax after 40 plus years…

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Self Assessment: The what, when, how and why of completing your SATR


At the end of the year, most people have other things on their minds than tax returns.  It would be a stretch to say it’s an enjoyable experience, but getting self-assessment done and dusted as early as possible removes the stress of last-minute submission and certainly makes the process more bearable. The attached guide will…

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Minimising inheritance tax


A guide to changes to the inheritance tax nil-rate band and strategies to reduce your liability:   The nil-rate band Strategies to minimise IHT liability Click here to download the full guide Get in touch to find out more about IHT      

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Property and Tax – Get it right from the start


Like all aspects of property taxation, there are many ways to get it wrong.  There are dozens of rules, exemptions, reliefs and penalties which must be considered. If you want to get it right from the start, get in touch with us here at PKB. Careful planning, sound advice and the right timing will make…

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What is an SA302? – How to ease the mortgage application headache


Getting a mortgage couldn’t be easier, could it?   It seems from regularly talking to clients going through the mortgage application system, there is a small cog that is slowing the process down, causing unnecessary frustration to borrowers. Keith Penny, Company Director of multi adviser IFA firm Pennymatters Ltd, said “The carefree approach of some lenders…

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