by Dan Eatch | Feb 1, 2019 | Pensions, Tax planning, Wealth planning
The last Budget before Brexit proved to be more interesting than expected. The 2018 Budget was delivered five months before the Brexit deadline and the start of the 2019/20 tax year. It threatened to be an interim affair, as decisions announced in October risk...
by Dan Eatch | Jan 4, 2019 | Life assurance, Mortgages, Pensions, Protection, Tax planning, Wealth planning
There are many misconceptions around the rights of the 3.3 million unmarried couple families in the UK. The government has recently announced that heterosexual couples will be able to enter into civil partnerships in England and Wales, but there will still be many...
by Dan Eatch | Dec 14, 2018 | Investments, Tax planning, Wealth planning
Stock market indices change more than you might imagine – despite their iconic image The well-known Dow Jones Index consists of a select group of just 30 companies. General Electric (GE) – was a founder member of the Dow Jones Index in 1896. Until late June, GE...
by Dan Eatch | Nov 30, 2018 | Protection, Savings, Tax planning, Wealth planning
If you’re considering making lifetime gifts, make sure all your inheritance tax (IHT) liabilities are covered. Today’s treatment of lifetime gifts is extremely generous, which is why interest in IHT has increased ahead of the Budget. If you make an outright...
by Dan Eatch | Oct 5, 2018 | Tax planning
With the next Budget approaching, it may be worth reviewing your finances now. A little forward planning goes a long way. More than the usual changes to tax rates are expected this time, after various consultations were started in the spring. Draft legislation...
by Dan Eatch | Sep 21, 2018 | Pensions, Tax planning
Pension freedom rules that make it easier for investors to access their pension savings may lead to excessive tax bills. The pension freedom rules allow anyone aged 55 or over to access their personal pension funds, but there are complicated rules on how...
