Monthly Archives: January 2015

Create Wealth are delighted to have been shortlisted in the prestigious New Model Adviser 2015 Firm of The Year awards in the Wales category. The award aims to recognise the best financial planning firms across the Country. This was the … Continue reading →

Under the former ISA rules, on the death of an ISA saver the ISA wrapper was removed and so the income and capital gains tax benefits of the ISA no longer applied.  The value of the fund would, however, pass … Continue reading →