In the first of his two part series on inheritance tax Richard Warner goes through the ABC of IHT planning
Assets All assets held in your sole name at the time you die will form part of your estate and may be liable for inheritance tax (IHT). Assets you own jointly with another person will pass by survivorship...
Appeal could be granted
Covid-19 crisis acts as catalyst
Put back to April 2021
Neil MacGillivray isn't one for pre-Budget speculation. Here he explores the current state of play with pension tax relief and explains why he hopes Rishi Sunak maintains the status quo...
While tax planning is relatively easy where investments are held in an individual’s own name, on Valentine's Day Neil MacGillivray says great care is needed when it comes to jointly held investments between spouses...
Charlton House Wealth Management
Woman of the year – investment advice
It’s The Pro Adviser Podcast
£5m lost to fraud between February and June