16th Jul 2021 by Ashley Scher

In 2017, the Trump Administration passed the Tax Cuts and Jobs Act (TCJA) which drastically cut corporate tax rates from 35% to 21%. While arguments can be made for some reduction from 35% (e.g.

05th May 2021 by Andrea Solana

Within this article, Andrea Solana, Partner and Head of Advanced Planning at MASECO, discussed the proposed US Estate Tax Changes following President Biden's "American Families Plan", delivered on Wednesday 28th April, a strategy to invest in families, children, and workers.

22nd Apr 2021 by Rory Dorman, ACA

Rory Dorman, Partner and Senior Wealth Manager at MASECO, shines a proverbial spotlight on the Roth IRA and shares why he is such a fan of this particular tax-wrapper. In his article, Rory discusses the basic mechanics, numbers and less likely known key nuances of the Roth IRA.

10th Feb 2021 by George Fisk, CFP™

One of the first questions I ask prospective clients is whether they have a budget. Whether you have enough income to cover your expenditure several times over, or you are drawing down on assets to fund your liabilities, the importance of a budget is high.

04th Feb 2021 by Ollie Cutting

Our initial conversations with prospective clients typically centre around two common themes – people want reassurance that their investment portfolio is tax-efficient given their complex tax reporting obligations, and they want their investments to generate returns so that their financial goals can be satisfied over the long-term.

22nd Sep 2020 by Andrea Solana

As the world now slowly adjusts to the new realities of the world, financial or otherwise, it is worthwhile considering some of the regulations implemented in April as well as changes that could be expected in the near future.

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