Beware of the scammers!

By | 05.2018|Hartey News|

A recent study by Citizen’s Advice found nine out of ten people would fail to spot common warning signs of a pension scam, such as unusually high investment returns, cold calling and offers of free financial advice. It’s very important to remain vigilant when you are looking to access the money you have invested. Last year, victims of investment fraud lost on average [...]

Protecting, preserving or ultimately distributing your wealth

By | 12.2017|Protection|

Ensuring that you have adequate financial protection for you, your family and any dependants is an important element of financial planning. As a healthy working person with a good income, you may feel reasonably confident that you are able to provide for your family. However, your finances could be more precarious than you think. No matter what the current [...]

Why consider a trust?

By | 05.2017|Inheritance Tax, Uncategorised|

If you want to mitigate the effects of Inheritance Tax (IHT) on your estate, trusts can be an important part of the process. When you put cash, property or investments in a trust, provided certain conditions are satisfied, you don’t own it any more. This means it might not count towards your IHT bill when [...]

Our 2016 investment presentations come to a close…

By | 11.2016|Brexit, Investment Seminars|


Last week our ‘Brexit – What’s Next For Your Investments?’ tour came to a close. Here we share some snippets from the events and some of the fantastic feedback we had from our guests...

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Setting Up A Trust

By | 09.2016|Inheritance Tax, Wills & Trusts|


The structures into which you can transfer your assets can have lasting consequences for you and your family, and it is crucial that you choose the right ones. The right structures can protect assets and give your family lasting benefits. A trust can be used to reduce how much Inheritance Tax (IHT) your estate will have to pay on your death.

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10 top tips for reducing your Inheritance Tax bill

By | 08.2016|Inheritance Tax|


Here, Karl Hartey shares his top ten tips for reducing and protecting your family from a potential Inheritance Tax bill.

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