Tax Planning
What did the Trustee Act 2000 do?
What is a Trustee? Let’s start with the basics before looking closer at the Trustee ...
How to apply for Marriage Allowance
What is Marriage Allowance? This allows you to transfer £1,260 of your Personal Allowance to ...
Planning for succession
How you will ‘slice up your wealth pie?’ There is no easy way to say ...
Inheritance Tax Planning Advice in the UK
What is Inheritance Tax in the UK? Are you confused about inheritance tax planning in ...
Paying capital gains tax
No one likes to paying capital gains tax, but it’s part of life. The UK ...
Spouses paying tax on inherited ISAs
Data1 shows that six out of seven bereaved partners could be paying tax unnecessarily on ISA savings they inherit. Since April 2015, bereaved spouses or civil partners have been entitled to an extra ISA allowance. This is achieved by what’s called an Additional Permitted Subscription (APS). If the investor died before 6 April 2018, the APS […]
