Category: Tax Blog
For the life you want Building up your nest egg is more discipline than difficult
For the life you want Building up your nest egg is more discipline than difficult For today’s retirees, retirement has changed almost beyond recognition since…
Pension unlocking Treasury enjoying a tax bonanza from pension withdrawals
Pension unlocking Treasury enjoying a tax bonanza from pension withdrawals Following changes introduced in April 2015, you now have more…
Independence plan
Independence plan Least financially resilient group delay life milestones due to financial insecurity Life can get complicated when you hit…
Self-employed finances Looming pensions saving crisis on the horizon
Self-employed finances Looming pensions saving crisis on the horizon The number of people running their own businesses has soared since the financial crisis, with a significant number being set up by someone aged over 50.…
Funding your golden years
Funding your golden years Tax aspects require careful planning after recent government changes Pensions have the reputation of being confusing, but they needn’t be. Private pensions are usually used by people who don’t have access…
Market exposure – Build a portfolio that meets your needs
Market exposure - Build a portfolio that meets your needs The earlier you commit to an investment strategy, the longer your money can work in…
Investing for tax-free dividends
Investing for tax-free dividends No longer the precursor to end-of-tax year planning Venture Capital Trusts (VCTs) provide the opportunity for appropriate investors to support the growth of small UK businesses and receive attractive tax reliefs…
Sandwich Generation – Financially squeezed between elderly parents and children
Sandwich Generation - Financially squeezed between elderly parents and children Faced with the task of caring for elderly parents alongside your children, being in the Sandwich Generation can be a testing time. Finding yourself squeezed…
Inheritance Tax concerns – Passing your wealth on to the next generation
Inheritance Tax concerns - Passing your wealth on to the next generation You have worked hard to build your wealth. Passing it on to the…
Is an Employee Ownership Trust the right path for you?
Is an Employee Ownership Trust the right path for you? On 10 November an article was posted online about Wallace…