Equity Release and BPR – The Pitfall

We were recently engaged by a client who had been advised that he should release some equity from his house in order to invest into some tax efficient investments – definitely a bad idea! Inheritance tax planning is a complex area and although there are a number...
Free IHT Report

Free IHT Report

We’ve just launched our new IHT report. Get in touch now for a free copy. We’re pleased to announce the release of our new IHT report, detailing up to date allowances, reliefs and tax rates. As always, we offer free initial consultations for all clients...
ATED – The Annual Tax on Enveloped Dwellings

ATED – The Annual Tax on Enveloped Dwellings

ATED has now been around for a couple of years, but many advisors are still not familiar with the rules or how they might affect clients. Read on for more information. ATED is an annual tax payable mainly by companies that own UK residential property valued at more...

Are Tax Free Lump Sums Taxable for US Citizens?

With many US citizens resident in the UK and building up sizable pension pots they may be looking to take their “tax free cash”, however what do the authorities over the pond feel about this? We had an enquiry recently asking about whether the Pension...
HMRC Publish Dividends Guidance Fact Sheet

HMRC Publish Dividends Guidance Fact Sheet

Following the confusion after the announcement of the changes to dividend taxes HMRC has issued a fact sheet to help provide some guidance to business owners and accountants. In the summber budget the chancellor announced new rules for the taxation of dividends. The...