Client Trends August 2020: <br />Tax hike threats take us into an unusually busy summer

Client Trends August 2020:
Tax hike threats take us into an unusually busy summer

Foreboding about an overhaul of the Capital Gains Tax regime has added to existing concerns on Inheritance Tax, all while investors struggle to make sense of the current investment environment.

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#WealthGoals: Coaching the kids for inheritance

#WealthGoals: Coaching the kids for inheritance

This wealth management case study highlights how one couple was able to balance the financial needs of the whole family and minimise Inheritance Tax too.

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Inheritance Tax:<br /> Good news and (potentially) very bad

Inheritance Tax:
Good news and (potentially) very bad

Now might be an advantageous time to utilise lifetime gifting to reduce Inheritance Tax liabilities, but there is also a broader tax picture to take account of too.

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Your end-of-tax-year tick list

Your end-of-tax-year tick list

Time is running out to complete ISA or pension contributions before the end of the tax year – and to benefit from other savings opportunities likely to cut in the next Budget.

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Time to let that buy-to-let go?

Time to let that buy-to-let go?

A tax assault is leading landlords to exit the buy-to-let market in their droves, and now experts are warning that selling in the next few months could be the only way to avoid paying tens of thousands of pounds in additional charges.

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What HNWIs need to know about final salary transfers…

What HNWIs need to know about final salary transfers…

Nero Patel, Wealth Planning Director at Canaccord Genuity Wealth Management, explains why High Net Worth Individuals should be wary of persuasive marketing and only transfer a final salary pension if it absolutely makes sense.

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Client trends March 2019:<br /> Thoughts turn to ISAs and <br/>tax-efficient investing

Client trends March 2019:
Thoughts turn to ISAs and
tax-efficient investing

ISA season is truly upon us now, but our users are thinking about much more than just how to make the most of their allowances. Tax-efficient investments, wills and how to pass pensions on optimally are also top of the agenda.

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Raise your ISA game – ten ways to maximise your wealth

Raise your ISA game – ten ways to maximise your wealth

You only have until midnight on 5 April to use your ISA allowance, but there is still plenty of time to ensure your savings are working as hard as they possibly can. Here are our 10 top tips for maximising your ISA

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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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