INHERITANCE TAX IN THE SPOTLIGHT
Inheritance tax paper and calculator

INHERITANCE TAX IN THE SPOTLIGHT

We are expecting major changes to inheritance tax (IHT) in the March Budget following two reviews by the Office of Tax Simplification (OTS) and also a report by an All…

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YEAR END CGT PLANNING
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YEAR END CGT PLANNING

Have you used your 2019/20 £12,000 annual capital gains exemption? Consider selling shares where the gain is less than £12,000 before 6 April 2020. Also, if you have any worthless…

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HAVE YOU USED YOUR 2019/20 ISA ALLOWANCE?
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HAVE YOU USED YOUR 2019/20 ISA ALLOWANCE?

Your maximum annual investment in ISAs for 2019/20 is £20,000.  Your investment needs to be made before 6 April 2020.  In addition, have you thought about investing for your children…

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DON’T LOSE YOUR PERSONAL ALLOWANCE!
Tax return paper for april

DON’T LOSE YOUR PERSONAL ALLOWANCE!

For every £2 that your adjusted net income exceeds £100,000 the £12,500 personal allowance is reduced by £1. Pension contributions and Gift Aid can help to reduce adjusted net income…

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