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…
Read More
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…
Read More
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,…
Read More
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…
Read More
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…
Read More
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…
Read More
IFA in Lincoln talks about inheritance tax
Taxation
November 1, 2016

Inheritance Tax: What Are Your Options? 3>

There are several simple and cost effective options available to help you manage and reduce your potential Inheritance Tax liability, including making a Will, funding for an expected liability using life assurance and inheritance tax…
Read More
Financial Adviser in Lincoln talks about changes to IHT
Taxation
September 29, 2016

Inheritance Tax – What is Changing? 3>

Inheritance Tax is a tax that most of us rarely plan for, but is one that many of us are affected by. As an independent financial adviser in Lincoln and across the East Midlands we…
Read More
Taxation
August 22, 2016

Inheritance Tax – Residence nil rate band 3>

Based on the draft legislation (there could still be minor amendments) the conditions for the above are as follows: Due to be introduced on 6th April 2017 this will be in addition to the current…
Read More
Taxation
June 27, 2016

Tax efficient investing 3>

Poor financial planning means paying unnecessary tax. Making the most of the various reliefs and allowances reduces, and some cases, eliminates tax on investments and savings. With the recent introduction of new tax free allowances…
Read More