Inheritance Tax Planning


Do you really want to gift money to the taxman?


A recent survey* by Canada Life about inheritance tax (IHT) shows that wealthy Brits over the age of 45 are either ignoring estate planning solutions or they have forgotten about the benefits these can provide. Only 27% of those surveyed have taken financial advice on IHT planning despite all of them having a potential IHT […]

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Business Property Relief


One potential solution, or as part of a wider strategy for mitigating inheritance tax, can be to use Business Property Relief (BPR). This is an HMRC tax relief that has been in the main stream of tax planning since the 1970s, now in its 40th year. Business Property Relief investment strategies BPR was established for […]

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Inheritance Tax Planning where a Power of Attorney is in place


Where a lasting power of attorney is in place many people think that nothing can be done with regards to planning for inheritance tax mitigation, mainly because the ability to make gifts is very limited without approval from the Court of Protection.  In many circumstances it is the Court of Protection’s view that giving away […]

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Inheritance Tax: what can you do about it


Inheritance Tax (IHT) is affecting more and more families nowadays and we’re often asked what can be done to avoid the taxman receiving thousands of pounds, rather than the family. There are several things you can do to reduce the impact of IHT and here is a list of some of them. 1. Make a […]

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Accelerate your inheritance tax planning


In the tax year to April 2016, the government’s Inheritance Tax (IHT) take was £4.66bn (Office for National Statistics). That’s up more than 20% on the year before and by 2021, IHT is forecast to be bringing in £5.7bn. Arguably, one of the best ways to avoid IHT is to die with too little in the […]

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More action less consultation please


The recent Financial Conduct Authority’s (FCA) long awaited final report into the asset management industry reinforced the evidence that we’ve known for some time; 1. Investments funds should compete on price, but clearly, they don’t, as the net profit margin of most asset management firms is still extraordinarily high (36%). 2. Paying a high price […]

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Hargreaves Lansdown v Vanguard (Who?)


Last month, Vanguard, announced that it is to offer UK investors a lower cost investment Platform, in a direct challenge to the incumbent behemoth Hargreaves Lansdown (HL). The immediate reaction was an 8% fall in the latter’s share price, as speculators pondered the demise of another Active-promoting financial services provider. Completely co-incidentally, the firm announced […]

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Do you really want to gift money to the taxman?


A recent survey* by Canada Life about inheritance tax (IHT) shows that wealthy Brits over the age of 45 are either ignoring estate planning solutions or they have forgotten about the benefits these can provide. Only 27% of those surveyed have taken financial advice on IHT planning despite all of them having a potential IHT […]

Read more →


Investment essentials


Back in August 2016, we encouraged you to watch a 12 part documentary featuring Robin Powell and Mark Hebner which included all of the key elements to become a better investor and less of a speculator. There is now an abridged and more succinct 16 minute version available (click on the image above) which still […]

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