For those clients with a US UK nexus, any planning undertaken from 6th April 2021 through to the end of 2021 will be done in the same US UK tax year, avoiding a potentially complicated mismatch. With this in mind, we thought a brief Spring clean of some financial planning thoughts might be valuable for our readers.

For those clients with a US UK nexus, any planning undertaken from 6th April 2021 through to the end of 2021 will be done in the same US UK tax year, avoiding a potentially complicated mismatch. With this in mind, we thought a brief Spring clean of some financial planning thoughts might be valuable for our readers.

For those clients with a US UK nexus, any planning undertaken from 6th April 2021 through to the end of 2021 will be done in the same US UK tax year, avoiding a potentially complicated mismatch. With this in mind, we thought a brief Spring clean of some financial planning thoughts might be valuable for our readers.

Henry Findlater, Partner and Senior Wealth Manager at MASECO, offers his thoughts on pensions, cash, children and gifting, for those planning on conducting a financial planning 'Spring clean' as we start a new UK tax year. 

Roth Individual Retirement Accounts ‘Roth IRAs’ are often an integral part of a retirement planning strategy. However, despite being quite common, many people are unaware of just how powerful these accounts can be.

With all that has happened over the past few months, it’s all too easy to miss a few key changes to the ever-changing UK pension landscape.