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Fact Sheet: Inheritance Tax
In this edition of our fact sheets we are focusing on some of the main elements of Inheritance Tax. Inheritance Tax is usually paid on an estate when somebody dies. it is also sometimes payable on trusts or gifts made during someone's lifetime. Most estates don't have...
Fact sheet: Lifetime ISA (LISA)
The lifetime ISA – also known as LISA – is a type of ISA designed to help people aged between 18 and 39 save for their first home, or retirement. How do they work? A LISA lets you save up to £4,000 per year. At the end of the tax year the Government will...
Fact sheet: the residence nil rate band
In the July 2015 Budget the Conservative government introduced some new rules which introduce an additional main residence nil rate band (RNRB) for an estate if the deceased’s interest in a residential property, which has been their residence at some point and is...
Fact sheet: alternative tax efficient investments
In this fact sheet we cover alternate tax efficient investments including Enterprise Investment Scheme (EIS), Seed Enterprise Investment Schemes (SEIS), Venture Capital Trusts and Alternative Investment Market (AIM) Enterprise Investment...
Useful guides
Cash flow planning: a brief guide
Cash flow planning and forecasting is key to understanding what you can achieve with your assets. It enables you to predict your future cash needs using a number of realistic assumptions to see if you are likely to run out of money and if so when. A comprehensive...
Reports
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