Monthly Archives: April 2016
Impact on financial markets ahead of the EU referendum With an increasing focus on ‘Brexit’, our investment clients will naturally be monitoring the impact on financial markets ahead of the referendum scheduled for Thursday 23 June.
Harnessing the simplicity and popularity of the ISA wrapper The introduction of the new Lifetime Individual Savings Account (LISA) next year is aimed at helping young people save flexibly for the long term throughout their lives, and simultaneously enabling them … Continue reading
HM Revenue & Customs allows you to make a number of small gifts each year without creating an Inheritance Tax liability. Remember, each person has their own allowance, so the amount can be doubled if each spouse or registered civil … Continue reading
Legitimate ways in which the 40% tax can be avoided With careful planning and professional financial advice, it is possible to take preventative action to either reduce your beneficiaries’ potential Inheritance Tax bill or mitigate it out altogether.
No longer a tax that only the richest people in society have to face As Benjamin Franklin said, the only things that are certain in life are death and taxes, and Inheritance Tax touches on both of them. When you … Continue reading
Options to minimise how much tax you pay By understanding which investments are the most tax-efficient, you can make the most of your options to minimise how much tax you pay. As well as deciding what to invest in, you … Continue reading
Optimising your tax position is paramount in the run-up to the financial year end Taxes, as we know, are one of the two great inevitables in life. As the UK tax system continues to grow ever more complex, and with … Continue reading
Achieving your goals by weighing the potential risks alongside the prospective returns Successful investing involves making choices that meet your unique needs today and your financial goals for the future. A well-defined investment strategy is one of the cornerstones of … Continue reading