News from CF Wealth

Stay up-to-date with ideas from the CF Wealth team.

Are Your ISA Savings Working Hard for You?

The reality is that many people fail to make the most of the tax benefits on offer for their ISA savings. With time to think about our finances being one of the few benefits of lockdown, now could be an opportunity to review those plans.

How to Beat Inheritance Tax in Five Easy Moves

Planning now to mitigate the impact of Inheritance Tax can improve not only your life, but also your family’s.

Don’t Get Caught in the 60% Tax Trap

There’s a little-known tax ‘sinkhole’ that could catch you unawares and leave you paying more tax than you need to. We look at ways to sidestep it.

Taking the Right Steps for Your Business

As tax year-end approaches, it’s important for owners of small businesses to make sure they’re making the most of their allowances. We look at some strategies that will help.

Year-End Tax Planning: Take a Step Towards Your Goals

Whatever destination you’re aiming for, act before 5 April to make the most of your tax allowances and reliefs. we’ll be breaking down more tax-year planning considerations over the coming weeks.

CF Wealth Rebranding

At CF Wealth we’ve been thinking about what role we want to play, how do we want to make a difference and how can we do more to help tackle the issues that are playing out all around us. The issues that we believe are equally important to our clients.

The Unknown Hong Kong Quarantine Trap All Parents and Families Should Know About

Not having a Will or an up to date Will, can have a massively detrimental effect on your kids mental and financial well - being.

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