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Category Archives: Wealth Management
Blogs and News about Wealth Management – Newcastle, North East and Nation wide
Life insurance: an important way to help mitigate the pain of inheritance tax
Life insurance is something that everyone should give serious consideration to. Why take out life...
What are your options for avoiding the new 20% rate of inheritance tax if you have an AIM investment portfolio?
At the October 2024 Budget, Rachel Reeves announced that investment portfolios invested in AIM shares...
How to mitigate the pending imposition of inheritance tax on pensions by taking advantage of the ‘normal gift out of income’ exemption
At the October 2024 Budget, Rachel Reeves announced that inheritance tax (IHT) would apply to...
Budget 2024 – What you need to know about the imposition of inheritance tax on pensions
When will the new rules take effect The first point to note is that the...
Inheritance tax planning for business owners
On 18 September we delivered a webinar to business owners about Business Relief. The key...
Will Labour increase gains tax rates: and if so how should this affect your investment strategy?
Whilst Labour pledged during the election campaign that they would not increase income taxes during...
Death, taxes….and pensions: the importance of your pension death benefit nomination form
One of the key advantages of personal pension plans is that they can be inherited....
British ISA – making the range of ISAs even more complicated?
In what looked more like an attempt to deliver some newsworthy soundbites at the budget...
Pension contributions – taking full advantage of the current favourable tax regime
With over 2 months to run to the end of the tax year, there is...
What pension funding opportunities do the new lifetime allowance rules offer?
Lifetime allowance tax charge abolished The lifetime allowance tax charge, which imposed a penalty tax...
Pensions vs ISAs – which is most tax efficient?
When saving for retirement, a pension will in most cases provide the opportunity for better...
Life cover for business owners: extremely tax efficient protection
Following the recent increases in corporation tax and dividend tax rates, it is worthwhile drawing...
Annual pension contribution allowances: what are the new rules?
At the March 2023 Budget event, Jeremy Hunt announced a number of changes to the...
Removal of the pension lifetime allowance: what does it mean for me?
Arguably the most eye catching announcement on Budget day was that the pension lifetime allowance,...