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GUIDE

Self-invested personal pensions (SIPPs)
– A quick guide

Many people will have a company pension where funds are invested on a collective basis, but Self-Invested Personal Pensions (SIPPs) provide a very attractive way for all affluent individuals to put money aside for retirement (the accumulation...

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GUIDE

Why ISAs (and JISAs) are vital wealth management tools

What is an ISA and how much is my allowance? In simple terms, ISAs (Individual Savings Accounts) and their Junior equivalents are tax shelters for your savings and investments. Interest earned on other savings (or current)...

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TAX

Planning ahead: 10 year-end tax issues for consideration

With the current tax year ending on 5 April 2018, now is the time to get your tax affairs in order. Planning ahead and starting early can make a big difference to your overall tax liability and ensures you...

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ISA

Why JISAs are a vital savings tool for parents

It is never too late – or too early – to start saving seriously for your child’s future and Junior ISAs are an extremely beneficial, if often neglected, tool. Here is what all parents need to know to give their children a financial...

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TAX

Essential tax planning
tips for year-end

Dani Glover, head of financial services for London, and Tina Riches, national tax partner at Smith & Williamson, the accountancy, investment management and tax group, highlight some year-end planning issues to consider.With the current...

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PENSION

Tax strategies by life stage – Infographic

Ever wondered what accumulative tax efficiencies you can achieve? Pension, Capital Gains and ISA’s for you, and don’t forget the children too. Use it or lose it is the phrase that pays. In this infographic, we demonstrate how...

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TAX EFFICIENT INVESTMENTS

AIM stocks: Targeting attractive returns and tax savings

Investing in AIM-listed companies offers compelling tax benefits, as well as outperformance potential, making them an exciting prospect for investors. But dabbling in the junior market can be risky and a professional’s guiding hand is wise,...

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TAX

Top 7 tax planning ideas to retain your wealth

Tax planning strategies must evolve as regulations evolveIn recent years there have been a number of changes to tax regulationsThese have created a challenging environment for high net worth individuals (HNWIs) and their tax planning. UK...

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INHERITANCE TAX (IHT)

Top 7 strategies to reduce your IHT liability

It was more than two centuries ago that Benjamin Franklin said there are only two certainties in life: death and taxes.Despite this being one of the best-known quotes of all time, and numerous methods available to reduce tax liabilities,...