• What is Taxable?

    • Posted August 15, 2017

    With the Government seeing fit to make HM Revenue and Customs a payer of benefits (pension credit etc.) as well as a collector of taxes, it is no wonder that...

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  • Warning for Holders of US Assets

    • Posted April 5, 2016

    If you hold assets in the USA, you should be aware of an issue that has started to arise in estates in which there are US shareholdings, especially where these...

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  • IHT Planning and the AIM

    • Posted April 3, 2016

    In recent years, Inheritance Tax (IHT) has affected more and more families, largely due to rising house prices. IHT is payable at 40 per cent on the net assets of...

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  • There is a bewildering variety of equity release schemes on the market and, judging by the letters pages of the financial press, they are not well understood. Releasing equity in...

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  • When younger members of a family start a business, they often ask other family members to provide part of the necessary capital. If you are approached to do this and...

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  • For people who have money tied up in their homes who wish to release capital for expenditure, or possibly to give to family members, the drawdown lifetime mortgage (DLM) is...

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