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 | 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 | Apr 6, 2018 | Pensions, Savings, Tax planning, Wealth planning
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. This year there will be no Spring Budget to...
by Dan Eatch | Apr 6, 2018 | Mortgages, Tax planning
The government has requested a review of inheritance tax (IHT), focusing on making the system less complicated. The Chancellor, Philip Hammond, has asked the Office of Tax Simplification (OTS) for “proposals… for simplification, to ensure that the system is fit for...
