The start of a new year is a great time to establish the wealth management habits that will help you achieve your financial – and life – goals quicker. See which areas you could stand to get more proactive in.
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Many people wish to give substantial amounts to grandchildren and a bare trust might provide the perfect solution to many of the tax, control and protection issues holding them back.
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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 challenging environment for high net worth individuals (HNWIs) and their tax planning. UK authorities and the HMRC are becoming increasingly aggressive in their efforts to collect taxes from HNWIs, despite […]
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If you haven’t started thinking about it yet, now is definitely the time to get your year-end tax planning affairs in order. Here, Aloysia Daros, senior tax manager, and Thomas Skinner, senior consultant, at Smith & Williamson consider a few key areas to focus on ahead of the end of the tax year on 5 […]
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