2024/25 tax year end
Strategies to mitigate the impact of UK inheritance tax
Strategies to mitigate the impact of UK inheritance tax
We outline some key financial planning actions for you to consider before 6 April 2025.
We discuss contributions to tax efficient pensions and ISAs, and optimising your capital gains tax position.
Posted 13 February 2025
Strategies to mitigate the impact of UK inheritance tax
Strategies to mitigate the impact of UK inheritance tax
Strategies to mitigate the impact of UK inheritance tax
We explain the basics of inheritance tax and outline how you might mitigate its impact on your wealth and succession planning.
Updated 15 November 2024
Are gilts an efficient alternative to cash?
Strategies to mitigate the impact of UK inheritance tax
Are gilts an efficient alternative to cash?
We compare cash and gilts for those seeking to maximise net returns with very low risk.
We outline how gilts could provide higher net returns, especially for higher and additional rate taxpayers with substantial cash balances.
Posted 31 July 2024
2023/24 tax year end
Where to invest once you have maximised pension & ISA contributions
Are gilts an efficient alternative to cash?
We outline some key financial planning actions you should consider before 6 April 2024.
We discuss contributions to tax efficient pensions and ISAs, and optimising your capital gains tax position.
Posted 20 February 2024
Planning your move back to the UK
Where to invest once you have maximised pension & ISA contributions
Where to invest once you have maximised pension & ISA contributions
We outline some of the key financial considerations for a move to the UK.
You should read this article if you are planning a move in 2024.
Posted 5 January 2024
Where to invest once you have maximised pension & ISA contributions
Where to invest once you have maximised pension & ISA contributions
Where to invest once you have maximised pension & ISA contributions
We compare taxable investment accounts and offshore bond accounts.
You should read this article if the ISA and pension allowances are not sufficient to meet your savings needs, for example, due to high earnings, high liquid asset balances from accrued surplus income, or a capital windfall.
Posted 31 July 2023