by Gerry Thompson | Jan 12, 2021 | Inheritance tax , Tax planning
As 5 April creeps closer, it’s a good time to get ahead with your year end tax planning.
by Gerry Thompson | Dec 9, 2020 | Estate planning , Inheritance tax , Investments , Pensions , Tax planning , Wealth planning
Prepared for your year end financial planning? We will give you some ideas for how to manage your finances for the end of the tax year.
by Gerry Thompson | Oct 20, 2020 | Budget , COVID-19 , Inheritance tax , Pensions , Savings , Tax planning
The second Budget of 2020 could mark the start of a round of tax increases.
by Gerry Thompson | Jul 15, 2020 | Estate planning , Inheritance tax , Will
The Covid-19 pandemic has provided many people with an awkward reminder of things they prefer to ignore, such as will writing.
by Gerry Thompson | Oct 25, 2019 | Inheritance tax , Protection , Savings , Tax planning , Wealth planning , Will
Major changes to inheritance tax (IHT) are proposed by the government’s Office of Tax Simplification (OTS) which could alter your estate planning. Inheritance tax is certainly complicated – especially for a tax that generates relatively little revenue. The OTS has... by Gerry Thompson | Feb 15, 2019 | Estate planning , Inheritance tax , Tax planning , Wealth planning , Will
Like all legal documents, your will must meet certain requirements.