If you’re worried about Inheritance Tax, what you can do to stop many ‘000’s going in tax and not...
Tax
7/10 have no idea how big their IHT bill will be
When someone talks to us for the first time, they will have a problem which they hope we can solve...
Why make ISA saving more complicated?
Over the years ISAs have been, quite rightly, simplified. £20,000 could go into any mix of cash...
The Salary Sacrificial Stealth Tax
Here’s another little Stealth Tax, the impact of which will not be understood by most until it...
CGT and your investments
This isn’t the way to tax the wealthy, Wes Wes Streeting is proposing, in the unlikely (I’d say)...
“Record year for IHT as receipts reach £8.5bn”
The “Inheritance Tax receipts at record levels” headlines have been a constant in recent months....
“Inheritance tax now tops list of concerns for clients in retirement”
Until that bombshell in Rachel’s first Budget, pensions were a bedrock of IHT planning for clients...
“No u-turn on pension IHT overhaul as Finance Bill set to become law”
So hopes of one last (or one more) U-Turn are likely to be dashed. Pensions look set to become...
“IHT receipts hit £7.1bn as HMRC on track for record year”
There you go, it’s all working, the take from the taxes that no ‘working people’ have to pay has...
“The brewing CGT predicament for MPS”
We really don’t help ourselves with our jargon, do we? Most investors will know CGT, capital gains...
“Harry Styles and Anthony Joshua among UK’s top taxpayers”
A different slant on the ‘Rich List’ is who pays the most tax, a matter of public record. The...
“Trust use swells in response to frozen IHT bands”
‘Back in the day (I know, me, too), trusts of various hues were the go-to recommendation to help...
“Investors are ‘sleepwalking’ into a dividend tax shock”
The amount you can receive in dividends before being liable for extra tax has been slashed to £500...
“Why the Great Wealth Transfer could be modest in practice”
If you’re a Gen X/Y/Z/Millennial (I know), pay attention. This is all about you getting richer...
“Reaction as chancellor considers cap on lifetime gifting”
She’s very considerate, our Chancellor, if the many...