Tax and Wealth Preservation

ITVs This Morning, Phillip and Holly, Talk Wills

17th June 2019 by Sarah Bogard

Last week (Tuesday 11 June), the This Morning team on ITV covered the important topic of Wills for their ‘phone...

Criminal Finances Act 2017 (CFA) – Record keeping, documents, audit trail

12th October 2017 by Ian Gilmour

The Criminal Finances Act 2017 makes it a criminal offence if there has been a failure to prevent facilitation of...

Making Tax Digital (MTD) – Record keeping, documents, audit trail

11th October 2017 by Ian Gilmour

It has always been important that adequate business and financial records are produced and maintained for tax purposes whether that...

French Inheritance Tax – Reliefs and Exemptions as at July 2017

13th July 2017 by Sarah Bogard

French inheritance tax (IHT) reliefs and exemptions don’t always match those we are familiar with for UK IHT. Purpose of this...

When Grandma comes to stay

11th May 2017 by Melanie Christodoulou

Hidden tax regime - Pre-Owned Asset Tax (POAT) It’s Sunday lunch at Grandma’s house and she tells you that she is...

Homes under the Summer Budget Hammer?

16th July 2015

The Summer Budget unveiled a number of property related reforms.  Although it saw more good changes than bad, for buy...

£1 million inheritance tax free? Not quite!

9th July 2015

If you have been reading the headlines over the last few days then you will be under the impression that...

Make sure you get it right – seek advice on Deeds of Variation

8th July 2015

In the rush to complete Deeds of Variation, before they are reviewed in the Chancellor’s 2015 Autumn Budget, make sure...

The Budget in Brief – what announcements will affect our private clients?

18th March 2015 by Sarah Bogard

Mr Osborne’s sixth Budget announced the following tax changes, affecting private individuals: Income Tax The personal allowance will increase to £10,600 from...

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