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