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Estate & Tax

Reduce your Inheritance Tax Bill

Inheritance Tax is payable in the UK on death, and sometimes when you give away certain assets during your lifetime. It can be a great concern for individuals with wealth exceeding the current £325,000 nil-rate band (2020/21 tax year). Naturally, you’ll want to pass on as much as possible to your loved ones, rather than paying 40% to HM Revenue…
Jen Paice
September 14, 2021
Estate & Tax

Protecting family wealth

Start planning your legacy to mitigate or reduce Inheritance Tax. If you’ve worked hard throughout your lifetime to grow your wealth, and hope it will help to safeguard the financial security of your loved ones after you’ve gone. But without careful planning in your lifetime, you could leave them with less than expected after the Inheritance Tax bill is paid.…
bart
August 2, 2021
Estate & TaxLater LifeProperty

Reappraisal of Urban Living

3 million people in the UK aged over 50 are considering relocating. The coronavirus (COVID-19) pandemic has lead to a reappraisal of urban living, with increasing numbers fleeing city confines in search of green space.   3 million people aged over 50 (12%) now plan to relocate in retirement, as a direct result of the pandemic. A year of lockdowns…
bart
July 12, 2021
Estate & Tax

Tax Planning Reimagined

No one likes to pay tax on their hard-earned money. But due to the complexities of the tax system, without expert professional financial advice, some individuals could be paying more tax than necessary. Before the end of every tax year on 5 April, you have the opportunity to save money on taxes and plan for the year ahead. As we…
Jen Paice
March 24, 2021
Estate & Tax

Wealth Creation

If you have an income of over £50,000 it doesn’t just push you into a higher income tax bracket, it also means that you’ll pay higher tax on capital gains and dividend income from your investments. So, it’s important to choose a tax-efficient investment vehicle that is appropriate for your particular investments goals and tax position. Individual savings accounts (ISAS)…
Jen Paice
March 11, 2021
Estate & TaxPensions & Retirement

Planning a move abroad?

Undertaking what is required takes a great deal of thoughtful consideration You’ve always dreamed about living abroad, but how do you make that a reality? The first practical step is to think about where you are in your life and weigh up which options are available to you. Factors like your age, financial situation and skill set will come into…
Jen Paice
August 13, 2020
Estate & Tax

My true love gave to me… 12 tips for tax efficient gifting

Reading time: 5 minutes > As it’s the season of gifting,  we decided to take a look at Inheritance Tax (IHT), which can take a big bite out of your wealth when making larger lifetime gifts or when leaving an inheritance to your loved ones on death. Unlike the Christmas jumper that’s not the right colour or fit,  there’s rarely…
Jen Paice
December 18, 2019
Estate & Tax

Taxing times ahead

Don’t be penalised by the tax system when you exercise your freedoms. The ‘pension freedom’ reforms of 2015 were welcomed by consumers, as they vastly widened options available to most savers at retirement. Pension freedoms allow savers to have the flexibility on how and when to spend their money without being penalised by the tax system, but it is worrying…
Jen Paice
October 10, 2019

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