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Inherited ISA Allowance

As you know, the death of a loved one, particularly a spouse, is a difficult time and advisors need to be on hand to assist and guide their clients through the complexities of dealing with the financial side of their loved one’s estate.

SSAS Pensions

Using the SSAS Loan Back facility to tempt business owners in to Pension planning

Tax Free Cash – Will he or Won’t he?

By the end of this Wednesday another Budget will have come and gone and another set of rumours laid to rest. The particular rumour that I am going to address here is whether or not George Osborne will remove the benefit of a tax-free lump sum on pensions.

Lifetime Allowance Changes & Opportunities

The further reduction to the lifetime allowance from £1.25 million to £1 million in April 2016 will be the third cut to the allowance in four years. So what opportunities are available to individuals who may be caught by the reduction in the future?

Share Dividend Tax Liabilities

Using Pension Contributions to reduce Share Dividend Tax Liabilities

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    Three tools for perfect factfinding
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