How to soften the blow of inheritance tax

How to soften the blow of inheritance tax When it comes to the much-dreaded 40% ‘death tax’, many people are worried about leaving their loved ones with a sizeable inheritance tax bill when they’re gone. Luckily, there are a number of perfectly legal ways to soften...
Are your clients ready for the attack on rental portfolios?

Are your clients ready for the attack on rental portfolios?

If you have clients who have geared property portfolios they could be in for a shock next year.   The government have decided to restrict tax relief on mortgages to basic rate, resulting in a significant increase in landlords tax bill where they have significant...

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...