Category

Taxation

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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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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>

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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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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