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Tax planning

Our educational hub explores topics across the landscape of wealth management and financial planning.

What to do before April 2019: your essential six point financial planning checklist

Wealth Adviser, Sagar Morjaria outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2019.

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Your guide to inheritance tax - calculate your potential IHT bill in five minutes

We have created this IHT calculator to help you work out how much inheritance tax (IHT) could reduce the amount you leave behind to loved ones.

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AIM to manage IHT - the advantages of investing in the Alternative Investment Market

With our families’ future financial wellbeing always in the back of our minds, we’d all welcome legitimate ways to manage inheritance tax (IHT) liability. One way to do this is by investing in the Alternative Investment Market (AIM).

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Managing inheritance tax – gifting excess income

Benjamin Franklin famously stated that ‘nothing is certain but death and taxes’. While the former is still unavoidable, careful financial planning can substantially reduce the inheritance tax (IHT) on your estate when you die. A useful way to do this is by making gifts – from your capital or from income.

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Your guide to inheritance tax (IHT) – basic facts you should know

At the beginning of 2016, the number of UK families paying inheritance tax (IHT) was at a 35-year high, as rising house prices pushed the value of family assets above the tax threshold.

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An introduction to basic inheritance tax calculations

When you die your inheritance tax (IHT) is charged at a rate of 40% on the value of your estate over and above the nil-rate band of £325,00

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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