Tax refunds and investigations – a brief guide
Posted by Jon Pryse-Jones on January 5, 2023In this article we take a look at tax refunds and investigations and, in particular, the time limits that apply to both.
IHT planning – is it time to get your house in order?
Posted by Ben Locker on December 21, 2022It’s important that you think about IHT planning as early as possible to make use of all available reliefs. Have you got your house in order?
Associated companies and corporation tax – the rules
Posted by Andy Green on December 19, 2022Following the corporation tax rate change in April 2023, tax rules for associated companies will now affect a larger number of businesses.
4 good reasons to beat January’s self-assessment tax return deadline
Posted by Karen Jones on December 14, 2022January’s self-assement tax return deadline is almost here. But don’t wait until then to do it – this year it’s important to do it early!
Lifetime gifts and Inheritance Tax: how to notify HMRC
Posted by Ben Locker on December 1, 2022You may know that lifetime gifts can be exempt from IHT if you live for seven years afterwards. But how do you report them to the taxman?
Lasting Power of Attorney – the most important thing I ever did.
Posted by Jon Pryse-Jones on November 25, 2022Lasting Power of Attorney – I offer some guidance in making the right decisions and explain why it was the most important thing I ever did.
Personal Financial Planning for the elderly – Part 3
Posted by Kevin Wheeler on November 18, 2022Personal Financial planning – in part 3, we look at things from a tax planning perspective and at issues around Inheritance Tax.
Ethical tax planning – is it worthwhile?
Posted by Karen Jones on November 9, 2022We discuss the benefits of ethical tax planning and seek to explain why this is a valuable route to take when looking to reduce tax.
Why are landlords selling up – and is buy-to-let still worth it?
Posted by Ben Locker on November 7, 2022Currently, many landlords are selling up and leaving the buy-to-let market. But is it still worth holding a portfolio of rental properties?
Financial Planning for the elderly – Part 2 of 3
Posted by Kevin Wheeler on November 7, 2022Financial planning for the elderly is vital once your parents and relatives reach their golden years. We examine the areas to consider.
