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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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…
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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…
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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…
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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…
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Taxation
June 20, 2016

Leaving A Legacy Through Trusts 3>

“We make a living by what we get, we make a life by what we give” – Winston Churchill. As you would suspect, newspaper headlines seldom tell the whole story. As a consequence it is…
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Taxation
March 16, 2016

Until death do us part… 3>

With our worldly goods that is. Following on from my uplifting article on what do to in the event of a death, I now turn our attention to an equally cheerful aspect on a closely…
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