Tax
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No. of higher rate taxpayers in UK soared 15.3% from 2021/22 to 2022/23 – Evelyn Partners reports on the impacts
HM Revenue & Customs released Personal Incomes Statistics for the financial year 2022 to 2023 today, revealing that: Andy King, financial planning specialist at…
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Spring Forecast? Spring Statement? Mini-Budget? – What should savers and investors expect from the chancellor on 26 March? AJ Bell comments
Chancellor Rachel Reeves will deliver her Spring Statement on the 26th of March, faced with a brutal backdrop of rising inflation, anaemic…
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Just a third of Brits know what the annual tax-free ISA allowance is, according to NatWest
A third of Britons risk losing out on up to £20,000 in tax-free savings because they don’t have an ISA (Individual Savings…
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TYE 2025: Navigating the end of the tax year – what financial advisers should be discussing with clients
As the end of this tax year approaches fast, financial advisers across the UK are deep in discussions with clients about how…
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Shifting attitudes towards inheritance | Legal expert asks how should financial advisers respond?
With evolving family dynamics, unequal inheritances are becoming more common — and more contentious. In this insightful article, we’re grateful to Scott…
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ISAs – The three Is behind the taxman’s raid on savings
Nicholas Hyett, Investment Manager at Wealth Club, comments: “The tax burden is at the highest level in decades. No-one likes to pay…
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TYE 2025: Karl Leitelmayer from Premium Credit explains why spreading the cost of Corporation Tax makes good sense
With Corporation Tax year ends hitting an estimated 25% of UK limited firms at the end of March, paying the resulting Corporation…
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The name’s Bond: Transact’s Mark Fenlon explores whether investment bonds are the 007 of financial planning – or not?
Amid last year’s budget speculation, rumours circulated that capital gains tax (CGT) rates would be aligned with income tax rates. Whilst this…
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TYE 2025: A word to the wise about TYE planning from tax reporting specialist, Alex Ranahan at FSL
Full disclosure: this is more than one word. But please bear with me as I strive to help those hardy souls involved…
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TYE 2025: Adrian Boulding at Dunstan Thomas is thinking ahead to the next tax year and so should you
For some clients this is the time to quickly get those last contributions into ISAs and pensions to use up this year’s…
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