Tax and Financial Planning Articles

Are You a Sophisticated Investor?

In March 2005, the rules relating to approaching people regarding financial promotions were relaxed so that so called ‘sophisticated investors’ and high net worth individuals...

Are You a Sophisticated Investor?

In March 2005, the rules relating to approaching people regarding financial promotions were relaxed so that so called ‘sophisticated investors’ and high net worth individuals...

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Tax and Financial Planning News

When is a Loss Not a Loss?November 4, 2016

Capital Gains Tax (CGT) is a complex tax, but the guiding principle is straightforward. It taxes gains on the disposal of non-trading assets. For a...

When is a Loss Not a Loss?November 4, 2016

Capital Gains Tax (CGT) is a complex tax, but the guiding principle is straightforward. It taxes gains on the disposal of non-trading assets. For a...

IHT – Don’t Forget Annual ReliefsOctober 13, 2016

Inheritance Tax (IHT) is an increasingly significant problem for many people, but it is also sometimes described as a 'voluntary tax' because it is a...

IHT – Don’t Forget Annual ReliefsOctober 13, 2016

Inheritance Tax (IHT) is an increasingly significant problem for many people, but it is also sometimes described as a 'voluntary tax' because it is a...

Proper Planning Must Be ComprehensiveSeptember 29, 2016

Many wills involve a degree of planning for Inheritance Tax (IHT) as well as just the appropriate division of the estate, but for any plan...

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