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Tax Planning
November 2019
Taxing times
Tax Planning
November 2019
  ‘Top 5’ list of planning areas Making sure you use up any allowances you are entitled to is the first step to reducing the amount of tax you may be liable to pay. We’ve provided our ‘Top 5’ list of planning areas to consider before 5 April 2020, the end of the 2019/20 tax year. The rates given are correct for the 2019/20 tax year. Read full article
Tax Planning
October 2019
New tax year
Tax Planning
October 2019
  The key changes you need to know You want to pay the minimum amount of tax legally possible. We want that for you, too. The 2019/20 tax year started on 6 April and in general taxpayers will have more money in their pocket after increases to allowances came into force, but there are a few losers, in particular those selling shares and buy-to-let landlords. Read full article
Tax Planning
October 2019
Stocks & Shares ISAs
Tax Planning
October 2019
  Investing in a wide range of different tax-efficient investments Individual Savings Accounts (ISAs) can be used to hold stocks and shares or cash, or any combination of these, up to the current annual limit. An ISA is a tax-efficient ‘wrapper’ that can be used to help save you tax. Read full article
Tax Planning
July 2019
Give a triple boost to your children
Tax Planning
July 2019
  Don’t miss out on this little-known tax rule For those parents who have spare cash, putting money into their children’s pension will boost the retirement prospects of their offspring. The money will be topped up by the addition of tax relief and could also earn their children a tax refund if they are higher-rate taxpayers and reduce the penalty they face if they are a higher earner receiving child benefit. Read full article
Tax Planning
May 2019
Do your numbers add up?
Tax Planning
May 2019
  Tax-efficient ways to fund the next generation It’s natural we may want to give younger members of our family a financial start in life. Especially when we hear about some students graduating with eye-watering levels of debt. If you are able to help your children or grandchildren without risking running out of money yourself, it’s important that you do so effectively. Read full article