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

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

This guide explains the key benefits – and challenges – of investing via a SIPP and outlines when the affluent might need to take professional advice.

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Why ISAs (and JISAs) are vital wealth management tools

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 […]

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Planning ahead: 10 year-end tax issues for consideration

Planning ahead: 10 year-end tax issues for consideration

Tax mitigation should be a priority year round, but there is still much the proactive can do to reduce their liabilities as April looms.

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Why JISAs are a vital savings tool for parents

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, […]

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Essential tax planning<br>tips for year-end

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, […]

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Tax strategies by life stage – Infographic

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 […]

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AIM stocks: Targeting attractive returns and tax savings

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 […]

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Top 7 tax planning ideas to retain your wealth

Top 7 tax planning ideas to retain your wealth

Tax planning strategies must evolve as regulations evolve In recent years there have been a number of changes to tax regulations These have created a […]

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Top 7 strategies to reduce your IHT liability

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 […]

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