Time to take AIM with your ISA?
If you want this tax year’s ISA to save income tax, capital gains and inheritance tax, then maybe it’s time you consider an AIM ISA?
If you want this tax year’s ISA to save income tax, capital gains and inheritance tax, then maybe it’s time you consider an AIM ISA?
The future of two personal taxes – inheritance and capital gains – has been clarified, with no major changes to be made to either, so now you have no excuse to delay estate and CGT planning.
With Christmas and New Year now over, it’s time to think about tax year-end planning.
The Organisation for Economic Cooperation and Development (OECD) is the latest body to wade into the inheritance tax debate – on a global scale.
The outcome of a recent High Court case is a warning for anyone challenging a will.
The freeze on the inheritance tax (IHT) nil rate band will mean more tax from more estates.
An early 3 March Budget means the time is now to consider your tax position.
A complex case involving IHT liability on a pension transfer has finally been settled nearly 14 years after the subject died.
Chancellor Rishi Sunak made no change to inheritance tax in the March Budget, despite expectations, leaving certain estate planning measures still open. Review your IHT planning in case the Autumn Budget brings in the anticipated changes.
February sees a tweak to intestacy rules for England and Wales. Ensure you have written a will and keep it up to date.