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…
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…
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…
Figures show divorce applications rose in 2022. If you’re divorcing, learn how pension splitting could help reduce your exposure to a tax charge of up to 55%
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…
What is Inheritance Tax? Here I am, talking about death again! This time, Estate Planning and inheritance tax (IHT). But what is Inheritance Tax? In simple terms, IHT is a…
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 Civil Partnerships).…
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…
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…
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…
With Christmas done and dusted for another year, 2018 well under way and many of us returning to work for the second week, there’s no better time to get clued…