Inheritance Tax Planning – Blog Posts

Continue reading 'Inheritance Tax: The Final Insult'

Inheritance Tax: The Final Insult

Having spent a lifetime accumulating assets out of taxed income and paying tax on interest, dividends and capital gains, the final insult is surely a demand from HMRC for 40% of the value of your taxable estate at a time when your family least need it...

Continue reading 'Inheritance Tax: The Final Insult'
Continue reading 'You've used your ISA allowance - what's next?'

You've used your ISA allowance - what's next?

With the ISA allowance now at £20,000 or £40,000 for a couple, when an investment matures, or you receive an inheritance, a lump sum from a pension, or a generous redundancy payment if they are over this allowance, you may need to consider investing into funds or other investments on a direct basis.

Continue reading 'You've used your ISA allowance - what's next?'

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