If you’re considering making gifts, make sure all your inheritance tax (IHT) liabilities are covered.
With the next Budget approaching, probably in November, it may be worth reviewing your finances now.
Pension freedom rules that make it easier for investors to access their pension savings may lead to excessive tax bills.
The value of key tax thresholds is being eroded, as elements of the income tax system lag behind inflation.
Many couples in long-term relationships maintain independent finances, but typically also operate one or more joint accounts to cover day-to-day bills or for savings. There are a number of benefits and risks to managing money together.
When the current tax year comes to an end so will some valuable tax planning opportunities. Some of these will survive into 2018/19, but many will finish on 5 April – and if you don’t use them, you will lose them.