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Christian Ward – Wealth Management Professional

Wealth Management Professional & Commentator

http://christianward.me.uk/

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Christian Ward – Wealth Management Professional | christianward.me.uk Reviews
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Christian Ward – Wealth Management Professional | christianward.me.uk Reviews

https://christianward.me.uk

Wealth Management Professional & Commentator

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1

Prudent Passage

http://www.christianward.me.uk/regular-columns/prudent-passage

Wealth Management Professional and Commentator. I write the Prudent Passage column which is published on Private Wealth Review. This column focuses on investment related issues for UK private clients. The title and summary of recent entries are shown below. Click on the title to access the full post. The Euro sovereign debt crisis: Are banks burying their heads in the sand? Why do European banks need recapitalising? Mr Market and his manic depression. Mdash; STEP Journal June 2009. Estate Planning Basics...

2

Duty Calls

http://www.christianward.me.uk/regular-columns/duty-calls

Wealth Management Professional and Commentator. I write the Duty Calls column which I publish on Private Wealth Review. This column covers all topics relevant to estate planning, inheritance tax and trusts. The title and summary of recent entries are shown below. Click on the title to access the full post. Estate Planning Basics No 3: Retained interest trusts. Pension changes: The estate planning vehicle of choice? Estate Planning Basics No 2: Ask elderly parents to establish a trust. Ask an elderly pare...

3

Regular Columns

http://www.christianward.me.uk/regular-columns

Wealth Management Professional and Commentator. You can read posts from the following columns that I write:. 8211; investment biased wealth management commentary. 8211; estate planning, trusts and inheritance tax mitigation. I publish both columns on Private Wealth Review which is my main website for wealth management commentary. 8220;Any client considering a discounted gift trust or loan trust should carefully evaluate whether they might be better served by a flexible reversionary trust.”.

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Duty Calls | Private Wealth Review

http://www.privatewealthreview.co.uk/category/duty-calls

Post archive for ‘Duty Calls’. Estate Planning Basics No 3: Retained interest trusts. Pension changes: The estate planning vehicle of choice? Estate Planning Basics No 2: Ask elderly parents to establish a trust. Estate Planning Basics No 1: Don’t lose your lifetime nil-rate band allowance. Discounted Gift and Loan Trusts: What your financial adviser doesn’t tell you. Do you have a whole of life policy in a pre 31 March 2006 trust? Reversionary IHT schemes closed down in pre-budget report.

privatewealthreview.co.uk privatewealthreview.co.uk

Chancellor closes down reversionary interest trusts | Private Wealth Review

http://www.privatewealthreview.co.uk/2009/12/reversionary-inheritance-tax-avoidance-schemes-closed-down-in-pre-budget

Reversionary IHT schemes closed down in pre-budget report. Posted by Christian Ward. On 13/12/09 • Categorized as Duty Calls. As well as freezing the IHT nil-rate band band at 325,000 for 2010/11, the chancellor closed down a number of IHT avoidance schemes in his pre-budget statement. That flexible reversionary interests had been targeted). The legislation will target schemes where:. An interest in certain trusts is purchased. An individual retains a certain type of reversionary interest in a trust.

privatewealthreview.co.uk privatewealthreview.co.uk

Estate planning with wills and trusts | Private Wealth Review

http://www.privatewealthreview.co.uk/2013/12/estate-planning-basics-no-2-ask-elderly-parents-to-establish-a-trust

Estate Planning Basics No 2: Ask elderly parents to establish a trust. Posted by Christian Ward. On 31/12/13 • Categorized as Duty Calls. The most common estate planning enquiry that I receive is where someone wishes to establish a trust for their children/grandchildren, but wishes to retain some access to the capital – generally a Flexible Reversionary Trust (FRT) or Discounted Gift Trust (DGT). Have your cake and eat it. More in 'Duty Calls'. Estate Planning Basics No 3: Retained interest trusts. 8220;...

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Awards | Private Wealth Review

http://www.privatewealthreview.co.uk/tag/awards

Tag archive for ‘Awards’. Private Wealth Review Editor wins personal finance ‘Oscar’. 8220;History doesn’t repeat itself, but it rhymes.”. Mdash; Mark Twain. Estate Planning Basics No 3: Retained interest trusts. Pension changes: The estate planning vehicle of choice? Estate Planning Basics No 2: Ask elderly parents to establish a trust. Estate Planning Basics No 1: Don’t lose your lifetime nil-rate band allowance. Discounted Gift and Loan Trusts: What your financial adviser doesn’t tell you.

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Pension changes: The estate planning vehicle of choice? | Private Wealth Review

http://www.privatewealthreview.co.uk/2014/12/pension-changes-the-estate-planning-vehicle-of-choice

Pension changes: The estate planning vehicle of choice? Posted by Christian Ward. On 31/12/14 • Categorized as Duty Calls. From April 2015 pension flexibility will be substantially increased. Recent government announcements have substantially increased the attraction of pensions as a vehicle for inter-generational wealth transfer. From April 2015, assuming the legislation is enacted, the 55% tax charge will be removed and:. Pensions funds suffer no internal taxation and with the new changes the maximum t...

privatewealthreview.co.uk privatewealthreview.co.uk

Using the lifetime nil-rate band allowance | Private Wealth Review

http://www.privatewealthreview.co.uk/2012/07/estate-planning-basics-no-1-dont-lose-your-lifetime-nil-rate-band-allowance

Estate Planning Basics No 1: Don’t lose your lifetime nil-rate band allowance. Posted by Christian Ward. On 25/7/12 • Categorized as Duty Calls. Most people know that they can leave 325,000 free of inheritance tax (IHT) to their beneficiaries this is the nil-rate band. Spouses and civil partners have a combined allowance of 650,000. IHT is then charged at 40% on the excess of their estates. You still retain a full nil-rate band of 325,000 to set against your estate on death. Conversely if you only su...

privatewealthreview.co.uk privatewealthreview.co.uk

Inheritance Tax | Private Wealth Review

http://www.privatewealthreview.co.uk/tag/inheritance-tax

Tag archive for ‘Inheritance Tax’. Estate Planning Basics No 1: Don’t lose your lifetime nil-rate band allowance. Discounted Gift and Loan Trusts: What your financial adviser doesn’t tell you. Do you have a whole of life policy in a pre 31 March 2006 trust? Reversionary IHT schemes closed down in pre-budget report. Private Wealth Review Editor wins personal finance ‘Oscar’. Mdash; John F Kennedy. Estate Planning Basics No 3: Retained interest trusts. Pension changes: The estate planning vehicle of choice?

privatewealthreview.co.uk privatewealthreview.co.uk

Tax | Private Wealth Review

http://www.privatewealthreview.co.uk/category/tax-planning

Post archive for ‘Tax’. Estate Planning Basics No 2: Ask elderly parents to establish a trust. Discounted Gift and Loan Trusts: What your financial adviser doesn’t tell you. Do you have a whole of life policy in a pre 31 March 2006 trust? Reversionary IHT schemes closed down in pre-budget report. 8220;Too often we hold fast to the clichés of our forebears. We subject all facts to a prefabricated set of interpretations. We enjoy the comfort of opinion without the discomfort of thought.”.

privatewealthreview.co.uk privatewealthreview.co.uk

Do you have a whole of life policy in a pre 31 March 2006 trust? | Private Wealth Review

http://www.privatewealthreview.co.uk/2010/08/do-you-have-a-whole-of-life-policy-in-a-pre-march-2006-trust

Do you have a whole of life policy in a pre 31 March 2006 trust? Posted by Christian Ward. On 29/8/10 • Categorized as Duty Calls. The prevailing view amongst financial planners (and I count myself amongst in this group) is that old fashioned qualifying whole of life policies are not as effective as modern guaranteed premium policies. However, this conventional view might mean existing policyholders overlook a unique inheritance tax planning opportunity. So what has been achieved? This planning is not pa...

privatewealthreview.co.uk privatewealthreview.co.uk

Private Wealth Review Editor wins personal finance ‘Oscar’ | Private Wealth Review

http://www.privatewealthreview.co.uk/2009/10/private-wealth-review-editor-wins-personal-finance-oscar-2

Private Wealth Review Editor wins personal finance ‘Oscar’. Posted by Christian Ward. On 24/10/09 • Categorized as News. It’s rare that one gets the chance for deserved self publicity, but now is such a time. I recently received the award for Inheritance Tax Planner of the Year at the prestigious Money Management Financial Planner of the Year Awards 2009. The awards have previously been dubbed the ‘Oscars’ of the financial advisory world by BBC Panorama. The winners of each category were as follows:.

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Christian Ward

Includes high-quality download in MP3, FLAC and more. Paying supporters also get unlimited streaming via the free Bandcamp app. Just Give Me Strength. You In The Morning. My Dreams Are More Vivid Than Memories. Released 15 November 2011. All tracks composed, performed and produced by Christian Ward. Feeds for this album. Greater London, UK. Switch to mobile view.

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Mixed Fables The Art of Christian Ward

Mixed Fables The Art of Christian Ward. Collection of Paintings, Drawings, illustrations, comics and first chapters. Thursday, January 04, 2007. Lonely Hearts - Solo Exhibtion. Finally got a date sorted for the private view it's going to open in two weeks today at THE FLEA PIT49 Columbia Road, Shoreditch. London. Should be good, it's a great venue and first solo show for five years. The paint is drying as we speak. More details can be found here. Http:/ www.myspace.com/tom and bob. Come and say hi. It's ...

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The Creative Work of Christian Ward

Thanks for checking out my corner of the web. I am primarily a freelance developer specializing in data-driven web applications. With an emphasis on usability. In addition, I do a fair amount of web and print design work, particularly logo creation and advertising. I have also been known to knock out some "real" artwork. HELP BRING MAJOR LEAGUE SOCCER TO MINNESOTA. The NAIFC Presents World-class Tournament Ice Fishing in North America. Chill Out With an Episode of ICE MEN, Our Reality TV Series on VERSUS.

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Christian Ward – Wealth Management Professional

Wealth Management Professional and Commentator. Welcome to my website. Welcome to my personal publishing website that brings together all my published wealth management output – regular columns, articles and eBooks. You can access a variety of paid-for and free content from my specialist websites. To understand my approach to wealth management. I hope you find something of interest. Mdash; STEP Journal June 2009. Private Wealth Review latest posts. Pension changes: The estate planning vehicle of choice?

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