A comprehensive round-up of tax efficient investments and strategies to protect your wealth
Mitigating Inheritance Tax through Business Property Relief is an increasingly popular strategy. Here, Ian Battersby, Business Development Director at Seneca Partners, tells findaWEALTHMANAGER.com why. Why is it that affluent individuals are looking for alternative ways to reduce the IHT bill which will eventually be due on their estate? The traditional methods for mitigating Inheritance Tax […]
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Rather like Christmas or Easter, for private client fund managers the end of the tax year is a major landmark in the calendar and one that creeps up but does need careful planning for. It was much harder to get the relevant client account data in times past and this required endless printouts that often […]
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Know the 5 Common ISA Mistakes in order to get the most from your £15,000 annual allowance before the April 5th cut-off. The findaWEALTHMANAGER.com team has compiled some of the pitfalls that last-minute investors may encounter – all of which can be easily avoided through careful planning and research or doing away with ISA deadline […]
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Establishing multiple trusts can be a useful IHT mitigation technique, but wealthy individuals need to be aware of important changes to tax on trusts. The government announced in the Autumn Statement that, following three rounds of lengthy consultations, it had abandoned earlier proposals to split the nil rate band among multiple trusts established on different […]
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