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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 2020: your essential six point financial planning checklist

Head of UK Financial Planning, David Goodfellow outlines what you should be doing now to make sure that you are well prepared for the new tax year starting 6 April 2020.

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Five top tips to help manage the inheritance tax payable on your estate

Inheritance tax (IHT) is payable on anything of value that’s left behind when you die. The rate is currently 40% and due on anything above the nil-rate band of £325,000, so it’s important you know how it might affect you and your family.

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The COVID-19 and infrastructure Budget

Our Head of UK Financial Planning gives key takeaways from the 2020 Budget.

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Are you doing enough to reduce your inheritance tax liability?

Inheritance tax affects a large number of people and can be very costly. David Goodfellow, our Head of Financial Planning, gives his 5 top tips for reducing your inheritance tax liability.

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Boost your pension by making use of unused pension allowance

In this article we talk about how to maximise your personal pension tax relief, check your unused pension allowance and follow the pension carry forward rules. 

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Top pension tips if you're about to retire

For many people, a pension is their largest source of income in retirement. And traditionally, when you retire, your pension fund would immediately be used to provide a secured income for your lifetime. Although there has been some flexibility around this since the mid-1990s, the ‘Pension Freedoms’ announced in 2015 allowed even more choice but also more complexity.

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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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