Is your year end financial planning on track?
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.
Simplifying the inheritance tax rules
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...
Make your will the right way
Like all legal documents, your will must meet certain requirements.
Thinking of Making Lifetime Gifts?
If you’re considering making gifts, make sure all your inheritance tax (IHT) liabilities are covered.
Forward planning for the Budget
With the next Budget approaching, probably in November, it may be worth reviewing your finances now.