About
I have 28 yrs of financial services experience & was delighted to join St. James's Place…
Services
Articles by Paresh
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Give and take
Give and take
The local authority can claw back money provided for your care fees if it believes you have given assets away…
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Pensions and social care under Boris Johnson
Pensions and social care under Boris Johnson
The new Prime Minister has already promised to give NHS doctors the pension flexibilities they have called for, but…
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Excepted assets - IHT threat?
Excepted assets - IHT threat?
Business Relief often means your business is safe from Inheritance Tax – but not always. If you think Business Relief…
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Investing the proceeds of exit
Investing the proceeds of exit
Selling your business can feel like a big weight off your mind, but you still need to work out what to do with the…
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How, what, where, when?
How, what, where, when?
In the past, people may have had little or no choice about how to invest their pension savings in retirement. Today…
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Five ways Inheritance Tax could be changing
Five ways Inheritance Tax could be changing
There could be winners and losers if proposed changes to Britain's “most hated tax” are implemented. Despite the fact…
Activity
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As the year draws to a close, we would like to extend our heartfelt gratitude for making this year another success. So here goes... Firstly, I would…
As the year draws to a close, we would like to extend our heartfelt gratitude for making this year another success. So here goes... Firstly, I would…
Liked by Paresh Shah
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Looking for volunteering, shadowing work experience in HR I’m a CIPD-qualified professional transitioning into Human Resources from a successful…
Looking for volunteering, shadowing work experience in HR I’m a CIPD-qualified professional transitioning into Human Resources from a successful…
Liked by Paresh Shah
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So happy to have been selected to present my recent work at #BMUS2024 and win the award for best scientific poster!
So happy to have been selected to present my recent work at #BMUS2024 and win the award for best scientific poster!
Liked by Paresh Shah
Experience
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Education
Licenses & Certifications
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Certificate in Mortgage Advice and Practice
IFS School of Finance
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Diploma in Financial Planning
Chartered Insurance Institute
Volunteer Experience
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Chairperson
Oshwal Association of Uk ( South Area )
- 6 years 3 months
Social Services
Courses
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Accounting & Finance
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Accounting & Finance
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HND Financial Studies
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Languages
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Gujarati
Native or bilingual proficiency
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Hindi
Native or bilingual proficiency
Organizations
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Chatered Institute of Insurace
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- Present
Recommendations received
3 people have recommended Paresh
Join now to viewMore activity by Paresh
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And with that, 2024 comes to a close... A sincere thank you to BDO UK LLP for hosting the final Asian-Jewish Business Network Members Club event of…
And with that, 2024 comes to a close... A sincere thank you to BDO UK LLP for hosting the final Asian-Jewish Business Network Members Club event of…
Liked by Paresh Shah
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To seek greatness is the only righteous vengeance. Criss Jami
To seek greatness is the only righteous vengeance. Criss Jami
Shared by Paresh Shah
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We now have more choices, more information and more personal accountability for our retirement income. But will the future we look forward to be one…
We now have more choices, more information and more personal accountability for our retirement income. But will the future we look forward to be one…
Shared by Paresh Shah
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A festive Xmas lunch at HSBC Head Office Canary Wharf. A sought after invite from Our Dear Friend and Mr HSBC #Rajyadav Over 100 guests attended and…
A festive Xmas lunch at HSBC Head Office Canary Wharf. A sought after invite from Our Dear Friend and Mr HSBC #Rajyadav Over 100 guests attended and…
Liked by Paresh Shah
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2023: I spent Christmas at home on my own 2024: I’m swapping Christmas for a solo trip to Thailand 🌴 This time last year I was fretting over where…
2023: I spent Christmas at home on my own 2024: I’m swapping Christmas for a solo trip to Thailand 🌴 This time last year I was fretting over where…
Liked by Paresh Shah
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Social Media Detox 🍵 It's time for me to go into hibernation. It's coming to an end of 2024 and it's time for me to say... See ya in 2025 😆 At…
Social Media Detox 🍵 It's time for me to go into hibernation. It's coming to an end of 2024 and it's time for me to say... See ya in 2025 😆 At…
Liked by Paresh Shah
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Something close to our hearts ❤️ We’re thrilled to announce that we’ve had a defibrillator installed at our offices! As a digital marketing company…
Something close to our hearts ❤️ We’re thrilled to announce that we’ve had a defibrillator installed at our offices! As a digital marketing company…
Liked by Paresh Shah
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Your pitches pave the pathway to endless opportunities! But research shows most pitches are very 'pitch imperfect! I work with many talented…
Your pitches pave the pathway to endless opportunities! But research shows most pitches are very 'pitch imperfect! I work with many talented…
Liked by Paresh Shah
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Thinking about using one of those DIY kits for your Will? Read this first!
Thinking about using one of those DIY kits for your Will? Read this first!
Liked by Paresh Shah
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Morby
Inheritance Tax (IHT) can be a bit tricky, but here’s the lowdown: Inheritance Tax is a tax on your estate 💰💎 when you pass away. If your estate is worth over £325,000, IHT applies. How much will you pay? No tax if the estate is under £325k. 40% tax on anything above that. 😱 No tax if you leave everything to your spouse, civil partner, or a charity. ❤️ How to Lower Your IHT: The main residence allowance lets you leave your home to kids or grandkids🏠👶 with a bigger tax-free allowance. Gifts during your lifetime can reduce your estate’s value for IHT. 🎁 Plan 💭 Proper planning means less tax and more money for your loved ones. 💸 Whether it's through gifts, trusts, or tax allowances, there are ways to make sure your legacy isn’t wiped out by tax.
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Ifthikar Mohamed
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