Author Archives: Scott Grassick

Investment Bonds in Wealth Accumulation

The tax efficiencies of investment bonds in wealth accumulation.

Through Techlink Professional and Techlink Communicator we enable you to:

• Be better informed

• Reduce risk.

• Do more business.

• Communicate better and smarter.

• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

Reminding you of the potential tax efficiency of investment bonds

Investment bonds for tax efficiency beyond the tax “no brainers”.

Through Techlink Professional and Techlink Communicator we enable you to:

• Be better informed

• Reduce risk.

• Do more business.

• Communicate better and smarter.

• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

Minimising tax to maximise investment return

Smart wrapper choice incorporating and beyond the “tax no brainers”.

Through Techlink Professional and Techlink Communicator we enable you to:

• Be better informed

• Reduce risk.

• Do more business.

• Communicate better and smarter.

• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

Saw this and thought of you

The importance of regular, focussed, personal communication in building and developing relationships and “referability”.

Through Techlink Professional and Techlink Communicator we enable you to:

• Be better informed

• Reduce risk.

• Do more business.

• Communicate better and smarter.

• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

Treasury responses to the OTS reports on CGT and IHT

A period of stability in store for CGT and IHT : No material changes emerging from the OTS reports.

Through Techlink Professional and Techlink Communicator we enable you to:

• Be better informed

• Reduce risk.

• Do more business.

• Communicate better and smarter.

• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

The drivers for tax change in the UK

Political and financial drivers underneath tax changes announced in 2021.

Through Techlink Professional and Techlink Communicator we enable you to:

• Be better informed

• Reduce risk.

• Do more business.

• Communicate better and smarter.

• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

Tax change in the USA

New tax surcharge on Billionaires proposed in the USA.

Through Techlink Professional and Techlink Communicator we enable you to:

• Be better informed

• Reduce risk.

• Do more business.

• Communicate better and smarter.

• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

Capital Tax Reform

With no reform of CGT or IHT announced in the Autumn Budget, what is the likelihood of future reform now?

Through Techlink Professional and Techlink Communicator we enable you to:

• Be better informed

• Reduce risk.

• Do more business.

• Communicate better and smarter.

• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

Will there be CGT change in the upcoming Budget?

Will there be CGT changes in the Budget on 27/10 and what action, if any, should be considered ahead of then?

Through Techlink Professional and Techlink Communicator we enable you to:

• Be better informed

• Reduce risk.

• Do more business.

• Communicate better and smarter.

• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

Pre Budget thoughts

After Budget One and “Budget two” what might the Budget on the 27th October hold.

Through Techlink Professional and Techlink Communicator we enable you to:

• Be better informed

• Reduce risk.

• Do more business.

• Communicate better and smarter.

• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.