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    • It’s all about you
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News

As your personal circumstances and legislation change, we believe that it is important to keep you up to date with the latest information. We do this by providing you with:

  • The latest industry news.
  • Details of changes in legislation.
  • Advice on dealing with changing legislation.
  • Details of new services available from our practice.
Posted on 12th November 201321st June 2017

A Word of Warning if You Own More Than One Property

Cast your mind back when Members of Parliament were accused of ‘flipping’ properties to avoid Capital Gains Tax (CGT) on the sale of a second property? Theoretically, it should be …

Continue reading “A Word of Warning if You Own More Than One Property”

Posted on 13th August 201321st June 2017

Spousal Bypass Trusts

Bypass Trusts: An underused planning tool A bypass trust is a discretionary trust set up by a member of a pension scheme to determine who receives the lump sum death …

Continue reading “Spousal Bypass Trusts”

Posted on 25th June 201321st June 2017

Tax on Fund Rebates

Shortly before the end of the last tax year, HM Revenue & Customs shocked the fund management industry by announcing that fund rebates would be subject to Income Tax. Unfortunately …

Continue reading “Tax on Fund Rebates”

Posted on 26th March 201321st June 2017

Budget 2013

With the official Budget document running to 112 pages, it is easy to be somewhat overwhelmed by what, in essence, said very little but confirmed quite a lot! Here are …

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Posted on 3rd March 201321st June 2017

Pension investment

Tax relief and a tax free growth environment are powerful incentives to make a pension contribution at any time. As the tax year end approaches, we have identified 8 good …

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