Financial Services & Tax

Articles

Property ladder

Equity release is gaining in popularity as a viable retirement tool, says Andrea Rozario

Reports of the death of equities are greatly exaggerated, says Rupert Elwes

“An optimist stays up until midnight to see the New Year in. A pessimist stays up to make sure the old year leaves.”  - Bill Vaughan 

Wealth management update

David Bird reflects on the Gaines-Cooper ruling, HMRC's updated guidance on home loan schemes and capital gains tax relief for the disposal of a main residence

Inheritance tax planning and section 11 - a missed opportunity?

Working as a private client solicitor, it is important to know and make the most of the few tax allowances the government has left us with. But how often do advisers forget about section 11 of the Inheritance Tax Act?  

Colin Lawson on why business owners make the worst investors

Over the past 15 years I've had the privilege to advise clients from all walks of life on how to protect and grow their wealth. In that time I've uncovered something; there are a group of people who, unexpectedly, are awful when it comes to managing their finances… business owners.

Direct delivery

The VAT exemption for cost sharing groups will improve the delivery of services by not-for-profit organisations, says Shivaji Shiva, but there are still obstacles and concerns to tackle

Lucy Brennan considers the long-term benefits of succession planning

As a new year starts the last thing people wish to plan for is the end of their lives. However, inheritance tax planning waits for no one and there are time limits to consider both in lifetime planning and post-death adjustment to wills and death estate calculations.

Global warming

Competition between countries seeking to attract investment from ?the super rich is heating up. Helen Manis discusses the latest trends ?in high-net-worth immigration