Author Archives: Scott Grassick

All Asset Intergenerational Estate Planning

How to effectively take an “all asset “ approach to intergenerational estate planning.

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JISA Opportunities

JISA fundamentals revisited.

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Government Debt and the Future of Tax

The latest rumours and conjecture on the potential for tax change.

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Public Services Pension Scheme Consultation

Consultation into NHS, Teachers, Fire, Armed Forces UK and Civil Services Pension Schemes transitional protections.

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Self Employed Income Support Scheme : 2nd stage payments

Conditions and amounts of second stage payments under the SEISS.

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Autumn Budget Deferral?

Recent suggestions that a deferral of the Autumn Budget may be necessary if high levels of infection return.

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HMRC acts against Tax Evasion

The latest HMRC action against tax evasion and the positive emerging message for financial planners.

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All Asset Estate Planning

The importance of taking an “all asset” approach to holistic estate and intergenerational planning.

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The OTS review of Capital Gains Tax

The scope and possible consequences of the review of Capital Gains Tax by the Office of tax simplification.

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The Chancellor’s Summer Statement

The main points from the Chancellors Summer Statement

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