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Tax planning

Insurance is an 'underutilised tool' against inheritance tax

Tax planning

Insurance is an 'underutilised tool' against inheritance tax

Insurance could be used as the government closes other loopholes

clock 14 August 2023 • 1 min read
Fiscal drag means 'record number' of people now pay CGT

Tax planning

Fiscal drag means 'record number' of people now pay CGT

More people paid CGT in 2021/22 than ever before

clock 03 August 2023 • 2 min read
Why grandparents' IHT mitigation plans could lead to future strife

Tax planning

Why grandparents' IHT mitigation plans could lead to future strife

'Anyone tempted to follow suit may be wise to hesitate'

clock 03 August 2023 • 4 min read
More than a quarter of HNWs lack measures to address IHT

Tax planning

More than a quarter of HNWs lack measures to address IHT

Despite IHT challenges, confidence in the economy is returning

clock 01 August 2023 • 1 min read
HMRC docs threaten ability to inherit pension pots free of income tax

Tax planning

HMRC docs threaten ability to inherit pension pots free of income tax

A potential big change made ‘through the back door'

clock 20 July 2023 • 2 min read
Investment bonds and the chargeable event regime explained

Tax planning

Investment bonds and the chargeable event regime explained

Taking a combined strategy provides a tax-efficient solution

clock 13 July 2023 • 3 min read
The Laffer Principle: Why it's no laughing matter

Tax planning

The Laffer Principle: Why it's no laughing matter

'A theory that adds a dash of intrigue to the mix'

clock 11 July 2023 • 3 min read
Frozen tax thresholds bite as 55% more pay additional rate 

Tax Planning

Frozen tax thresholds bite as 55% more pay additional rate 

Hundreds of thousands dragged into higher paying tax brackets 

clock 29 June 2023 • 3 min read
Executors' duties: Explaining the dangers of DIY probate

Tax planning

Executors' duties: Explaining the dangers of DIY probate

The hazards are plentiful when it comes to doing it yourself and probate

clock 21 June 2023 • 5 min read
Treasury rakes in £1.2bn in inheritance tax in first eight weeks of 2023/24

Tax planning

Treasury rakes in £1.2bn in inheritance tax in first eight weeks of 2023/24

Figures are a 13% increase from the £1.1bn collected this time last year

clock 21 June 2023 • 1 min read
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