What is Inheritance Tax?
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…
Category: Tax
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 Civil Partnerships).…
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…
Tax and finance changes for 2018
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…
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.…