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Taxation

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Financial PlanningTaxation
April 28, 2022

The Personal Tax Allowance for 2022/2023 and other key things you should know 3>

With the new tax year upon us, some aspects of taxation have changed. But as several allowances and thresholds have been frozen, the points that have not changed are even more significant. In this guide,…
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Taxation
March 8, 2022

Cutting tax with salary sacrifice: a short guide 3>

The UK is currently facing its highest tax burden in almost 70 years. From April, for instance, a new Health & Social Care Levy will come into force – adding 1.25% to dividend tax and…
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Taxation
January 25, 2022

Three allowances to check this January 3>

Are you interested in keeping more of your hard-earned money? One of the best ways to achieve this is to maximise your tax allowances. Each financial year (April-April), each person can access a range of…
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Financial PlanningTaxation
January 17, 2022

Estate over £1m? How to mitigate IHT 3>

With inheritance tax (IHT) set at 40% on the value of an individual’s estate over £325,000, it is easy to see why many people need to plan for this now. Today, hundreds of thousands of…
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Taxation
November 17, 2021

Can ISAs be protected from IHT? 3>

ISAs (individual savings accounts) can be wonderful “vehicles” for savings and investments. Not only are they very tax-efficient, but the Lifetime ISA (LISA) even offers a government “top up” if you use the funds for…
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Taxation
May 27, 2021

Get the most out of the 2021-22 tax year 3>

What if it was possible to put more money back into your pocket – possibly £100s or £1,000s – by taking a bit of time to ensure that your savings and investments are set up…
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Taxation
July 14, 2020

2020: How Do Tax Changes Now Affect Your Property? 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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Taxation
March 17, 2020

4 Core Elements to an Estate Plan 3>

When it comes to passing on your wealth to your loved ones, having a strong estate plan is crucial. Not only does it help to mitigate unnecessary taxes; it also assists with preventing future complications…
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PensionsTaxation
February 14, 2020

Pensions vs. ISAs for Retirement & IHT Planning 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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Taxation
November 25, 2019

Is Inheritance Tax a Voluntary Tax? 3>

Many people are resigned to the idea that they will have to pay a large inheritance tax (IHT) bill on their estate one day. However, is this the case? In 2014, left-wing politician Tony Benn…
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