The home

Trusts and executorships

Trusts are relatively easy and very tax efficient way to set aside assets for future beneficiaries outside of the inheritance tax net.

Self assessment

The term 'self assessment' is proving to be one of the great misnomers of all time.

Retirement strategies

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning.

Personal tax planning

With the tax regime becoming more complex and more emphasis being put on taxpayers' individual responsibilities.

Estate planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.

State pension

State pension rates, pension credit and winter fuel allowances .

Giving to charity

Gift Aid is the main vehicle for tax efficient giving to charities. It applies to any donation whether large or small, regular or one-off.

Family trusts

A trust (settlement) arises when a person (the settlor) transfers assets to trustees, who hold the assets for the benefit of one or more persons (the beneficiaries), who will receive income and/or capital from the trust.

Separation and divorce

It is an unfortunate fact of modern life that many marriages do not survive. When separation, divorce or dissolution occurs, there will almost inevitably be some tax consequences.

Tax aspects of your home

How does taxation impact on your home?

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