Category Archives: Tax

All Asset Intergenerational Estate Planning

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

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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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Corporation Tax remains at 19% – implications

A look at corporate investment opportunities

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Tax Rules for Investors that stay the same for 2020/21

A reminder of the important tax rules for investors that remain as they are for 2020/21- and the opportunities for planning that they bring.

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IHT Planning and IHT Reclaim with Reduced Value Investments

The opportunity reduced investment values can offer for IHT gifting strategies and potential IHT reclaims on sale of qualifying investments within 12 months of death.

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Tax Health Check

A Tax Year End and Tax Year Start reminder of the power of the Tax health Check

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Professional Edge – Using Capital Losses on Equity Investments

Reminder of the fundamentals of tax effectively using loss relief.

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Professional Edge – Using the CGT Exemption

Reminders of how a family can use the CGT exemption which increases to £12,300 in TY2020/21

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