Blog | montgomeryassociates

A time for giving?

A time for giving? We are all aware of the effect that the Coronavirus pandemic has had on the country’s economy and many of the populat...

"I wish I knew what Diversification was..."

"I wish I knew what Diversification was, but I’m too embarrassed to ask" Published by MoneyWeek in November 2019: "General Election Speci...

Lasting Powers of Attorney

Lasting Powers of Attorney An insurance policy Lasting Powers of Attorney are like an insurance policy in that you put them in place whil...

From the archives: The Court of Protection

[Originally Published by www.saga.co.uk in October 2007] Heather Bateman had to run the family finances after an accident left her husban...

The Gift That Keeps On Giving

How tax-efficient gifting can save money on your estate Gifts are liable for Inheritance Tax (IHT) if you give away more than £325,000 c...

The ten biggest ISA myths

Article from The Times, published 25 March 2017. Written by Mark Atherton. Article: "Experts say that a surprising number of people don’t...

Your children's student loan

Article from The Financial Times, published 21st July 2016. Written by Claer Barrett. Article: Repaying your children’s student loan is t...

Carers taken care of: your step-by-step guide

Article from The Sunday Times Money Section, published Sunday 7th August 2016. Written by Ruth Emery. Article: "Paying for help at home p...

Long Term Care & IHT: what are the options?

Long term care is not often a subject that most people will consider. That is, until the point when either you or a loved one are in need...

State Pension Top-up: Should I consider it?

This government scheme opened on 12th October 2015 and ends on 5th April 2017 allows individuals who are already receiving the state pens...

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Montgomery Associates