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Budget 2016 – What It Means For You

The Chancellor managed to pull off a few surprises in his Budget last week, and there was good news for savers, and particularly good news for small business owners, which make up a number of our clients.

Posted by Anna Sofat on 24 March 2016
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Lower Rate Of Inheritance Tax Has Slow Start

Latest statistics from HMRC show that the number of estates where 10% or more of the net chargeable estate passes to charity is low compared to the number of estates chargeable to inheritance tax!

Posted by Anna Sofat on 1 October 2015
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Court Revokes Transfer Into A Trust Which Resulted In IHT Charges

The England and Wales High Court has agreed to set aside a gift of a house into trust on the grounds of an equitable mistake after it triggered an inheritance tax charge of £156,000.

Posted by Anna Sofat on 1 July 2015
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Proposed Additional “Main Residence Nil Rate Band”

Latest thoughts on the proposal to create a £175k "nil rate band" for the main residence.

Posted by Anna Sofat on 30 June 2015
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HMRC Publish Newsletter 69

HMRC has published Pension Scheme Newsletter #69.

Posted by Anna Sofat on 27 June 2015
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Family Fail To Overturn Suspicious Will

The family of a deceased man have failed to have his will overturned on the grounds of lack of knowledge and approval despite the fact that he left his entire estate to a builder with whom he had been friends only a short time.

Posted by Anna Sofat on 23 May 2015
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Finance Act 2015 – Overview Of Key Provisions

An overview and summary of the key points, which we feel are most relevant to financial advisers, that were legislated for in Finance Act 2015.

Posted by Anna Sofat on 21 May 2015
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HMRC Cannot Reject Income Tax Rebate Claims As ‘Out Of Time’

The Upper Tax Tribunal has ruled that HMRC, contrary to their long-standing position, cannot refuse a taxpayer's claim for a refund of overpaid tax, even if the claim is made more than four years after the end of the tax year concerned.

Posted by Anna Sofat on 7 May 2015
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Party Policies

The three main party manifestos are now out. We have read them so you don’t have to!

Posted by Anna Sofat on 24 April 2015
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Budget Statement Key Changes

Following George Osborne’s Budget Statement last Wednesday, below is what we believe to be the key changes that were proposed in the Budget and those that were pre-announced to take effect from April this year, along with some “top-line” planning points.

Posted by Anna Sofat on 23 March 2015
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