Property investments – a time for review

With the uncertainty in the financial markets over the last few years and the prevailing low interest rates, more investors are turning to property to increase the return on their money.  This has resulted in a broader range of investors including property within...

Pensions – the need for action (again..)

As you may be aware, there are some significant changes to the taxation of pension funds and pension contributions which are going to take place on 6 April 2014. It is therefore very important to review your pension arrangements now to ensure that no tax saving...

Inheritance Tax – is it really a voluntary tax ?

Rather arrogantly, it was once said that the payment of Inheritance Tax was voluntary.  By implication all you needed to do was some simple planning and you could avoid the liability. Recent changes in the law have been very helpful to married couples, making it...

Pensions – the need for urgent action

Tax can be complicated, pensions more so.  When you have to consider both and constantly changing rules it can be a severe challenge.  It is vital though that anyone with pension savings considers before 6th April 2012 whether they need to take specific action. What...

Autumn Statement Blog Post

Private clients received a mix of good and bad news in the Chancellor’s Autumn Statement.  We will get the bad news out of the way early and focus on the positive; the capital gains tax annual exemption is to be frozen and not increased in April 2012.  The tax cost to...