Latest ISA rules explained
Posted by Jon Pryse-Jones on March 18, 2024In this article we look at the latest ISA rules and the different ISA options open to you, as well as informing you about the new ‘UK ISA’.
IHT: when the 7-year rule becomes the 14-year rule
Posted by Ian Henman on February 29, 2024Inheritance Tax is complicated! Without the right planning, you get can get tripped up by the 14-year rule and pay more than you need.
The end of the tax year is getting close….time to update your accountant
Posted by Mark Ingle on February 28, 2024The end of the tax year is moving closer. We look at some of the things that you will need to tell your accountant in advance.
Capital Gains Tax allowances and reliefs – what can you claim?
Posted by Kirsty Demeza on February 19, 2024If you’re looking for information on Capital Gains Tax allowances and reliefs, this post helps you navigate the CGT maze.
HMRC clamps down on unpaid dividend tax
Posted by Karen Jones on February 12, 2024HMRC is writing to business owners it believes have failed to declare and pay dividend tax. We tell you what you need to know.
Contribute to your partner’s retirement and get pension relief
Posted by Jon Pryse-Jones on February 8, 2024Did you know that you can contribute to a partner’s or child’s retirement fund and get significant pension tax relief? We explain how.
State pension age to rise further?
Posted by Ben Locker on February 5, 2024Soon the state pension age will rise to 67. Yet new research suggests it will need to rise to 71 by 2050. When will you be able to retire?
How to pay CGT the easy way
Posted by Jon Pryse-Jones on February 1, 2024If you need to pay CGT on items other than property, there are two ways to do it. Surprisingly, many people fill in a tax return needlessly.
HMRC repays £38m in pension tax
Posted by Karen Jones on January 29, 2024In the last quarter of 2023, the taxman repaid £38 million in overpaid pension tax. We help you understand whether you’re due a refund.
Capital Gains Tax on UK property – how to avoid HMRC reporting issues
Posted by Kirsty Demeza on January 26, 2024Some people have had problems making Capital Gains Tax property returns this year. We explain why and show you how to get CGT right.
