by Craig | Oct 15, 2019 | Uncategorised
Giving family a helping hand The growing need to provide financial assistance to the younger generation is a recurring theme in today’s society. How can parents or grandparents help younger family members and are there any potential pitfalls when doing so? The House... by Craig | Oct 8, 2019 | Uncategorised
High numbers unaware of IHT gifting rules Recent research4 has revealed that just 45% of people looking to gift money are aware of the rules and exemptions surrounding Inheritance Tax (IHT). Only a quarter (25%) of respondents admitted to possessing a ‘working... by Craig | Oct 1, 2019 | Uncategorised
Trust in trusts The last decade has witnessed a number of legal reforms aimed at cracking down on the use of trusts as a potential means of tax avoidance. However, despite these changes, trusts can still provide an effective way to transfer wealth and thereby help... by Craig | Sep 24, 2019 | Uncategorised
How’s your retirement planning coming along? It may seem like light years away, but retirement will creep around faster than you expect. So, the sooner you engage with the topic, the sooner you’ll get your plan in place and get working towards the retirement you... by Craig | Sep 17, 2019 | Uncategorised
Happy 20th birthday ISA! The consumer-friendly simplicity of the ISA, which benefits from no Income Tax or Capital Gains Tax, has resulted in its popularity today, with around 42%3 of us holding one. At launch in April 1999, the annual allowance for an ISA was just...