As part of my service to clients, I try and check out, periodically, that the client has strategies for: Retirement income Critical illness cover Life cover Income replacement It is nice to have all bases covered but sometimes one has to prioritise, especially where...
We are well aware of the charge on high earners for the Child Benefit allowance, which has been in place since 2013. This means that those earning over the £50,000 have a charge which means that the benefit is completely lost for those earning more than £60,000....
Planning for your future or planning for now? We are all aware that putting money into a pension enables us to save for our future retirement but have you considered the savings that are available now? Each year, we all have up to £40,000 of annual allowance for...
Once upon a time, Tax Planning was seen as a right of all taxpayers. In fact books even had forewords such as ‘The aim of this book is to enable the taxpayer to minimise his commitments to the Revenue’ (1966). In the current climate however, the Courts and public...
Following yesterday’s announcement that the report into the Loan Charge has been delayed, concern has been raised that the results will not be published until after 31 January 2020. This charge relates to individuals who entered into disguised remuneration schemes,...
Are you considering selling a residential property? When is the transaction likely to complete? Have you considered the Capital Gains Tax implications if it isn’t your only and main home? New rules from 6 April 2020 impact sellers of residential property which...
