Category

Taxation

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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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Grandfather with two grandchildren, illustrating the importance of later life planning and drawing upon the wisdom of a financial adviser to help you enjoy retirement
Taxation
July 19, 2019

Planning Your Estate? 5 Tips to Avoid Family Disputes 3>

When it comes to the subject of inheritance, most of us will have heard horror stories about families (even happy ones) being torn apart by arguments over the family wealth. One recent story in The…
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Taxation
May 1, 2019

Should you rely on an inheritance to fund your retirement? 3>

Did you know that the ONS found that the average inheritance across the UK is about £11,000? The figure jumps to an average of £33,000 for those receiving an inheritance between ages 55-64, but those…
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Taxation
April 29, 2019

Is it Possible to Avoid the Higher Tax Bracket? 3>

The 2018 Budget announced that the threshold at which people start paying the Higher Rate of income tax is set to rise in 2019-20. Rather than paying 40% after your income reaches £46,350, the new…
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Another picture of Big Ben overlooking the bridge
Taxation
March 12, 2018

10 Powerful Ways You Can Save On Tax 3>

When we give financial advice to our clients in Lincoln, tax is often an area where we heavily focus on discussions. The good news is there are many ways you can lower your tax liability,…
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Children playing with stones near the water
Taxation
July 24, 2017

Using a Trust to Reduce Inheritance Tax 3>

Placing your property in a trust will typically mean you no longer own your property and therefore it cannot be included as part of your inheritance tax bill when you die. The property you can…
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Guide to Retirement Tax
Taxation
May 26, 2017

A Guide to Retirement Tax 3>

Retirement brings along a lot of changes, such as changes to your routine, to your income and changes to amount of tax you have to pay. As an Independent Financial Adviser in Lincolnshire and across…
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Independent Financial Advisor in Lincoln discusses income protection - picture of coins
Taxation
January 25, 2017

Year-end tax planning 2016 3>

Tax planning, using available reliefs and allowances, can result in more money in your pocket, it just requires a little thought and timely action. If you are married ensure you both use your respective personal…
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