by Dan Eatch | Feb 15, 2019 | Estate planning, Inheritance tax, Tax planning, Wealth planning, Will
Like all legal documents, your will must meet certain requirements. When writing your “last will and testament”, it’s important to make sure you are creating a legal document that meets all the criteria of a legally-binding will. When in ...
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 | Jul 23, 2018 | Investments, Pensions, Tax planning
The erosion in the values of tax thresholds is known as ‘fiscal drag’, and is a highly-effective form of stealth tax used by Chancellors from successive governments. Fiscal drag is the result of not adjusting tax thresholds (or allowances) in line with inflation....
by Dan Eatch | Jun 27, 2018 | Investments, Savings
If you are looking to maximise your tax-efficient savings, there is now a range of Individual Savings Accounts (ISA) to choose from. And it makes sense to start saving from the beginning of the tax year. You can invest up to £20,000 in the 2018/19 tax year under...
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...
