Addidi
Focus On Year End Planning
Now that the New Year festivities are over, it is once again time to consider your year end tax planning. On this occasion, the spring Budget is likely to be less of an obstacle to planning than usual, because last November’s Pre-Budget Report (PBR) was more like a Budget in its own right. For instance, the PBR announcements have altered some traditional tax year end strategies. Your 2008/09 checklist should include:
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Make A Move On Interest Rates
In January 2008, the Bank of England base rate was 5.5%. By 8 January 2009, it was just 1.5%, the lowest level since the Bank was created in 1694.1 The rate could fall further – the US already has virtually 0% rates.
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Trustees’ tax rate going up to 45%
One surprise in the Pre-Budget Report on 24 November 2008 was the proposed increase in the income tax rate for those with income of more than £150,000 to 45% on the excess over that figure, to take effect from 6 April 2011.
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Think Ahead On Income Tax Planning
Last November’s Pre-Budget Report announced a variety of proposed changes to income tax and national insurance contributions (NICs) over the next three tax years:
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Another Round On Pensions
Pension Acts have become rather like London buses recently. After a gap from 1995, there have been three Pension Acts in the last five years. The most recent is the Pensions Act 2008, which makes three important changes:
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Income Shifting Legislation Delayed
If you are a shareholder-director in your company with your spouse or civil partner, you might be thinking about declaring dividends at this time of year and taking advantage of certain tax-saving benefits.
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Benefits Of Sacrifice?
The latest round of state pension reforms as set out in November's Pre-Budget Report starts from 6 April 2009. If you are an employee:
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Back To Work With New Support Allowance
Do you know what the Employment and Support Allowance (ESA) is?
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More Change For The Financial Services Compensation Scheme
The recent spate of mergers between building societies (eg the Cheshire and Derbyshire merger with Nationwide) has prompted a temporary change in the Financial Services Compensation Scheme (FSCS) rules for deposits, announced by the Financial Services Authority (FSA) in November 2008.
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Nil Rate Band Rises
From 6 April 2009, the inheritance tax (IHT) nil rate band will rise by £13,000 to £325,000. The increase, which was announced by Gordon Brown in his 2006 Budget, is less than would have occurred if the normal indexation rules had applied. However, the opposite is likely to be true in April 2010, when the nil rate band is set to reach £350,000.
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Not So Premium Bonds
The fall in interest rates has not only been hitting the returns available from bank and building society deposits. National Savings & Investments (NS&I) has also been cutting its returns.
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If you need further guidance or advice in relation to your own finances, please contact Addidi Wealth (independent financial advisers) on 020 7060 0700 or didi@addidi.com for an initial conversation about your need and how we might be able to assist you.


A Note of Caution

The content of this newsletter is provided by Addidi Wealth Ltd who is authorised and regulated by the Financial Services Authority. Please also note that past performance is not a reliable indicator of future performance. The value of investments and income from them can go down as well as up, and you may not get back the original amount invested. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor. The FSA does not regulate tax advice or deposit accounts.