Exemptions for the new tax year – All you need to know
Use it or lose it – know your limits
Posted in Financial Planning, Annual Allowance (+6 more), on 24.02.20 Read It’s that time of year again…the run-up to the tax year end on 5th April 2020 provides an opportunity to finalise your...
Fund Manager Q&A: Premier Miton Investors
Posted in Investing, Fund Manager Q&A (+1 more), on 20.01.20 Read Each month we post a Fund Manager Q&A in an effort to give a little insight into the processes involved in investment...Five simple tax year end planning considerations
Posted in Inheritance Tax, JISA on 16.01.14 Read The start of a New Year focuses the mind, so we would like to highlight 5 time-critical financial actions you should consider...The 2013 Budget
Posted in Financial Advice, Saving & Investing for Children on 21.03.13 Read The economic and financial constraints, not to mention the politics, gave the Chancellor no real choice but to produce a...Year End Planning: Investments
Gordon Kearney, Managing Director & Financial Adviser
Posted in Inheritance Tax, SEIS on 17.02.12
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Individual Savings Accounts (ISAs) The standard ISA contribution limit for 2011/12 is£ 10,680, of which up to £ 5,340 may be...
The Autumn Statement
Posted in Inheritance Tax, SEIS on 02.12.11 Read The Autumn Statement On Tuesday 29th November the Chancellor, George Osborne, made his Autumn Statement to the House of...2011 Budget Analysis and Planning Issues
Posted in Financial Advice, Saving & Investing for Children on 26.09.11 Read 2011 BUDGET While the 2011 Budget revealed few surprises, there are certainly planning opportunities to consider in the new...End of Year Tax Planning
Posted in Tax Planning, VCT & EIS on 02.01.11 Read With the end of the tax year fast approaching it is important to review whether you have taken full advantage of the tax...End of Year Tax Planning
John Millican, Chairman
Posted in Tax Planning, VCT & EIS on 25.03.10
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End of Year Tax Planning ISAs Changes to the annual ISA allowance announced in the last Budget came into effect on 6th October...
VCTs and combining VCT with Pensions:
Posted in Tax Planning, VCT & EIS on 22.02.10 Read VCT’s and Pensions Introduced by the government in 1995 to encourage individual investment in UK smaller companies through...Pre-Budget Report 2008
Posted in Tax Planning, VAT on 02.12.08 Read Pre-Budget Report and Financial Planning This year’s Pre-Budget Report was less a “curtain raiser” for the Budget in...The Capital Gains Tax essentials you need to know
Posted in Tax Planning on 17.03.26 Read The amount of Capital Gains Tax (CGT) investors collectively pay is set to soar over the next six years. According to aExplained: Why your pension could become liable for Inheritance Tax
Posted in Inheritance Tax, Pensions & Retirement on 17.03.26 Read Next year, a significant change to how pensions are treated when calculating Inheritance Tax (IHT) could mean more families...How cashflow modelling can act as an early warning system for financial shocks
Posted in Financial Planning on 17.03.26 ReadThe positive psychology of clear financial goals
Posted in Financial Planning on 17.03.26 Read A survey has identified an “ambition gap” in the UK, with millions of adults admitting they have no financial aspirations...Is Your Estate Heading for an Unexpected Inheritance Tax Bill?
Gordon Kearney, Managing Director & Financial Adviser
Posted in Inheritance Tax on 20.02.26
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Quick Answers
What is the inheritance tax threshold in 2026?
The nil-rate band remains frozen at £325,000. If you own a...
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