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Argyle Financial Group - Independent Financial Advisers  
  argyle-news heading Number 35 | July 2007  
We have moved our new offices for the South are now in Tring, Hertfordshire
In this month's newsletter - Inheritence Tax, New Southern Office

Welcome to the July issue of our newsletter keeping you up to date with investment matters.

We hope that you find this month's news interesting.

Average UK house prices up 3-fold in last 10 years. Threshold for Inheritance Tax up just 39% in last 10 years* *Source Moneymarketing

The recent elevation of Gordon Brown to Prime Minister provides a good opportunity to remind ourselves of just how little he did with Inheritance Tax during his reign as Chancellor of the Exchequer.

Mr Brown's lack of activity has brought many, if not most homeowners within reach of the Inheritance Tax threshold. The ever spiralling rise in property values means that, if we dare to take no action, the first guest at the reading of our Will is likely to be the man from the Inland Revenue.

Doing nothing will mean that up to 40% of the value of your assets over and above the £300,000 allowance will simply end up in the coffers of the Inland Revenue.

Obviously there can be a natural reluctance for many of us to contemplate the end of our lives but, a moment's reflection upon the effort we have put into building up our assets, should spark the desire to ensure that they end up where we intended them too.

Every family is different so whilst we cannot provide you with an 'off-the-shelf' solution, we can offer you our considerable experience of the many different ways in which our clients have tackled this problem.

We shall be talking to you about Inheritance Tax during the course of your next Annual Review but, we are naturally very happy to discuss your personal situation at any other time of your choosing.

New Southern Office


Director Jean MacIntyre and Paul Woollett stand outside Maresh House - our new Southern offices in Tring, Hertfordshire.

Argyle are pleased to announce that we have recently re-located our London office to a Grade Two listed building in Tring... where we look forward to meeting many of our southern-based clients over the coming months.

Contact details
Address:
Maresh House, 2 Brook Street, Tring HP23 5ED
Telephone: 01442 826622

www.argylefinancialgroup.co.uk

 

  Citywire logo - Argyle are the New Model Adviser of the Year 2007
  Citywire provides up-to-the-minute financial news that helps Argyle Financial Group to best advise you...
If you have any queries regarding this email, or if you have any other matter which you would like to discuss, please contact us at advice@argylefinancialgroup.co.uk

Argyle Financial Group
Head Office: 30 Union Street, Southport, Merseyside PR9 0QE Telephone: 01704 540575
Argyle Financial Group are authorised and regulated by the Financial Services Authority

Argyle Financial Management Ltd T/A Argyle Financial Group. Registration No. 4016523
Registered office: 30 Union Street, Southport PR9 0QE