Inheritance Tax receipts and potential reform

The latest HMRC figures for IHT yield and thoughts on the potential for reform and opportunities to effectively communicate with clients.

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Capital Gains Tax receipts and potential reform

The latest HMRC figures for CGT yield and thoughts on the potential for reform.

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Maximising Tax Free Income

https://www.youtube.com/watch?v=IJQjM0xB5rM

The importance of planning ahead to ensure that you are best placed to minimise tax on future income flows

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Putting the Seven Habits into Practice: Habit 7 – Sharpen the Saw

The importance of keeping up your contextual knowledge to maintain credibility and the ability to inform and guide your clients

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Putting the Seven Habits to work: Habit 6 – Synergise

The importance of synergising to deliver excellent client outcomes.

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2021 Autumn Budget deferral?

What’s behind the possibility that the Autumn Budget could be deferred.

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Is there a compelling case for capital tax reform?

How likely is a fundamental reform of IHT and CGT as part of a wide ranging reform of capital taxation?

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Putting the Seven Habits to work: Habit 5 – Seek first to understand, then be understood

Steven Covey’s Seven Habits and how they can be applied in a financial planning context: The importance of seeking first to understand, then be understood.

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Putting the Seven Habits to work: Habit 4 – Think Win/Win

Steven Covey’s Seven Habits and how they can be applied in a financial planning context: The importance of underpinning every client and professional connection relationship with a “win/win” foundation.

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How likely is CGT change in the next Budget?

What are the factors influencing possible CGT change in the next Budget?

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