Investments & Inheritance Tax Planning: Keeping More in the Family
🌱 Investments & Inheritance Tax Planning: Keeping More in the Family When most of us think about investing, we imagine growing our wealth so we can enjoy life today and fund…
Category: Tax
Financial Planning and Year-End tax planning: A Guide to Getting Organised
Financial Planning and Year-End tax planning: A Guide to Getting Organised As the end of the tax year draws near, it’s time to put your financial house in order. While…
2 helpful ways to give tax-efficient financial gifts this Christmas
Now that Christmas is almost upon us, it’s likely that you’re beginning to think about the gifts you’d like to give to your loved ones. If you’re planning to offer…
3 clever reasons investing at the start of a new tax year could boost your wealth
As you may know, April sees the start of a new tax year. This is a significant event that has the potential to affect your finances, depending on what new…
6 clever ways to reduce your tax bill and have more money
If you’ve been following the news, you’ll know that the second half of 2022 has been an interesting time for the UK’s tax rules. In September, former chancellor Kwasi Kwarteng’s…
The Financial Advantages of Marriage
I wrote this article originally as I was finishing work to get married. At the time, as an IFA, I thought I would explore the financial advantages of marriage (and…
New tax year – now is the time to do your Financial Planning
Many people leave their financial planning until the last minute, at the end of the tax year. Luckily, some providers remain open until midnight on 5th April each year and…
Tax year end planning – Gifting, CGT and other allowances
There are allowances each year that can reduce tax, receive tax relief and/or provide tax free growth. These need to be used up before the tax year end (5th April…
Have you done your Tax Return?
We are hurtling towards the deadline for filing tax returns on line. Therefore, in this article, I will discuss tax returns, who needs to file tax returns, when you need…
Investment, ISA, Savings, Tax
What is an ISA (including a little known fact)?
What is an ISA? An ISA or Individual Savings Account is a tax-efficient savings/investment vehicle. An ISA is just like any other form of investment with certain tax advantages. All…