Monthly Archives: January 2020

Professional Edge – IHT Provision by Beneficiaries

How beneficiaries can simply pay for life cover to meet IHT arising on the death of the life assured /last of the lives assured to die.

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Professional Edge – Tax Year End Planning: Doing the Detail

A summary of the important allowances, reliefs and exemptions applicable to tax planning in relation to pensions, income tax, ISAs, CGT and IHT.

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Professional Edge – Tax Year End and Tax Year Start Planning

The next three months offer a great opportunity to review still unused reliefs, allowances and tax saving opportunities for 2019/20 and to plan in advance to maximise permissible tax efficiency for 2020/21.

At the time this video was recorded the Budget date had not been announced. We now know it to be 11th March

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