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Author: Ian Rex-Hawkes

I like to talk - way too much, in many cases!

2024 Spring Budget

By Ian Rex-Hawkes Posted on 06/03/2024 Posted in Technical Articles Tagged with budget, capital gains, duties, national insurance, nhs, non-dom, Taxes
2024 Spring Budget

It feels like only yesterday that we had our last Spring Budget, and here we go with another one.  Likely the last Budget before the general election, so this is the one with the highest chance of seeing gifts to …

2024 Spring Budget Read more »

Ethical Inheritance Tax Planning

By Ian Rex-Hawkes Posted on 01/12/2023 Posted in Technical Articles
Ethical Inheritance Tax Planning

Many of my clients hate inheritance tax, but accept that it is a necessity for society. Inheritance tax is currently the only wealth tax we have in the UK, so it is the only shield – however flawed – we …

Ethical Inheritance Tax Planning Read more »

Why Fixed Fees?

By Ian Rex-Hawkes Posted on 19/11/2023 Posted in Technical Articles
Why Fixed Fees?

Part of my uniqueness is in the fact that I believe in fixed fees.  This isn’t just a gimmick for initial fees with a percentage fee being sneaked in for ongoing fees – I genuinely believe that all financial advice …

Why Fixed Fees? Read more »

The Hunt for Income

By Ian Rex-Hawkes Posted on 18/11/2023 Posted in Technical Articles
The Hunt for Income

Recently I have been designing the firm’s Central Investment Proposition, and I ran into a perennial question.  Where do we go for income these days? This is a question with many layers, and maybe it is worth starting with something …

The Hunt for Income Read more »

Pensions and Spring Budget 2023

By Ian Rex-Hawkes Posted on 15/03/2023 Posted in Technical Articles Tagged with Estate Planning, Pensions, Taxes
Pensions and Spring Budget 2023

There was a Spring Budget today. Presumably this wasn’t news to anyone, but as far as pensions go, this one was fairly impactful, unlike many recent Budgets and Fiscal Statements where there was plenty of speculation but not much actual …

Pensions and Spring Budget 2023 Read more »

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