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Tax planning

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

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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Financial planning for a prosperous long-term future

With so many political and economic uncertainties currently affecting all of us, the importance of planning ahead financially has never been more relevant.

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Are you paying 60% tax on part of your income?
18 April 2018 in Tax planning, Wealth planning

Wealth Adviser, Sagar Morjaria, reveals how you can end up paying 60% tax on part of your income due to two misleading tax rules, and how to avoid them.

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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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