Author Archives: Scott Grassick

Putting the Seven Habits to work: Habit 1 – Be Proactive

Steven Covey’s Seven Habits and how they can be applied in a financial planning context: Being Proactive.

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Putting the Seven Habits to work

Steven Covey’s Seven Habits and how they can be applied in a financial planning context: A starter for Seven.

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Bond Gains and the Personal Allowance

An overview of how bond chargeable event gains can impact on the personal allowance.

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Capital Gains Tax: The U.S perspective …the UK future?

The US proposals for taxing capital gains as income : contributing to the global mood music on tax change.

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Corporation Tax: Big changes ahead?

UK and US inspired corporate tax change.

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Trust Taxation review

Tax stability for Trusts reminds us of the opportunities for planning with trust /product combinations.

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Tax Year Start Planning

The opportunities for tax year start planning.

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Tax Day Consultations and Announcements

The Tax Day consultations and announcements of greatest relevance to financial planners.

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Budget, Tax Day and Calls to Action

The combined income of Budget Day and Tax Day changes on financial planning strategies.

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Budget 2021: More Higher rate taxpayers to advise

The impact of the freezing of the higher rate threshold.

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