How to make your ISA inheritance tax efficient

One of the first financial tips a person is given, is to make use of their ISA allowance each year. ISAs (or Individual Savings Accounts) offer attractive tax benefits such as tax-free growth and dividends, but what happens when you get older and your goals change?...

Your estate planning options

How to plan for inheritance tax Inheritance tax is a tax on the value of everything you leave behind when you die. Not everyone is required to pay inheritance tax. You can leave any amount to your spouse or civil partner. But if the amount you leave to others is...

Making sense of inheritance tax

It’s common for people to find inheritance tax confusing. That’s why many put off having a discussion about it. “What is the residence nil-rate band?” “Will my ISA be taxed?” “What even is inheritance tax?” These are just some of the questions that come up time and...

Practical steps to prepare your estate for loved ones

“I’ll sort it when I turn 50.” Soon 50 becomes 60, 60 becomes 70… Of all life admin, getting your estate in order is perhaps the most put off. It’s an all too common mistake. Putting the basics in place will give you peace of mind and spare loved ones unnecessary...

Tax Facts for 2021/22

We’re here to help with all of your tax advice requirements in Kent. Whether you need advice about income tax, the benefits of pensions to offset tax or if you have a business that you’re looking for tax advice in Sevenoaks, Kent, then CA Financial Servies...