Tax

There are a few issues to unpack when dealing with this question. Firstly the government has announced that with effect from 6 April 2027 pensions will be included in your estate for Inheritance Tax when you die. If you are married or in a civil partnership then your pension will pass tax free to your […]

The 2024/25 tax year is ending shortly! This means time is running out to take advantage of valuable tax reliefs before they reset. Here are key financial opportunities you shouldn’t miss: Pension Contributions – Use It or Lose It! On April 6, 2025, you will lose the ability to carry forward any unused pension annual

  With effect from 6th April 2026 there will be reductions in Agricultural Property Relief (APR) and Business Property Relief (BPR) : the first £1 million of such assets will remain tax-free, after that APR and BPR will only apply to 50% of qualifying business and agricultural assets, and Inheritance tax will be applied at

I’m going to be talking about various tax wrappers in a series of articles over the next few days. A Tax Wrapper is a beneficial structure provided by the UK Government which you can wrap around your savings and investments. These wrappers effectively shield your money from taxes that you would otherwise have to pay.

This is the second in the series of tax wrapper articles I’ve written. Check out my LinkedIn page for a copy of my first Tax Wrapper article about pensions. A Tax Wrapper is a beneficial structure provided by the UK Government which you can wrap around your savings and investments. These wrappers effectively shield your

This is the third in the series of tax wrapper articles I’ve written. Check out my LinkedIn page for a copy of my first and second Tax Wrapper article about pensions and Stocks and Shares ISAs. A Tax Wrapper is a beneficial structure provided by the UK Government which you can wrap around your savings

This is the fourth in the series of tax wrapper articles I’ve written. Check out my LinkedIn page for a copy of my first, second and third Tax Wrapper articles about pensions, Stocks and Shares ISAs and Investment Bonds. A Tax Wrapper is a beneficial structure provided by the UK Government which you can wrap

Tax efficiency may sound boring, but more money in your pocket is never boring; it’s smart financial planning that can help you keep more of what you earn. Here’s why it matters and how you can make the most of it. Why Tax Efficiency Matters: Efficiently managing your taxes is crucial for your financial health.