How Much Money Can You Gift without Tax?

Dominic, July 1st, 2017

We answer the question of how much money can you gift without tax and offer our top-level advice for inheritance tax planning. See also: Our Comprehensive Guide to Inheritance Tax Planning Trust Planning & Gifting: An Overview What Is a Trustee? The Roles and Duties Explained Ever-rising property prices are leaving more […]

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Our Comprehensive Guide to Inheritance Tax Planning

Jonathan, June 5th, 2017

Inheritance tax planning is something many people delay thinking about. Even those with a sizeable portfolio tend to neglect this area of their wealth management. However it is important to appreciate: the implications this can have for your estate, the impact inheritance tax can have on your loved ones, and the options […]

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Personal Tax Advice with Our 2016/17 Tax Guide

Jonathan, October 4th, 2016

Personal Tax Advice As the end of the year draws closer, the thoughts of many business owners and freelancers turns to tax. And for many of them, it’s a burden they could do without. Nobody said tax was an easy subject to get a handle on and you may find evaluating tax […]

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What is an EIS Scheme? An Overview

Jonathan, March 9th, 2015

A Simple Guide To The EIS Scheme Small trading companies that take on a lot of risk may be eligible for the Enterprise Investment Scheme (EIS). This scheme allows companies to raise finance by offering numerous tax relief incentives to investors who purchase new shares. Firstly, let’s look at the tax reliefs […]

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Our Best Blog Posts Of 2014

Jonathan, January 20th, 2015

Our Favourite Articles of 2014… As we say goodbye to another fantastic year at Expert Wealth Management, we look back at some of our favourite and most insightful blog articles. The blog posts cover a variety of key topics, including important information on retirement, university and trust planning. Financial Planning For Entrepreneurs: Key […]

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Trust Planning & Gifting: An Overview

Jonathan, October 24th, 2014

Tax planning and a solid gifting strategy can help reduce the estate Inheritance Tax rate to as low as 34% – a substantial saving from the UK’s standard 40% rate. Preparing your trust for maximum tax advantages is a challenge that cannot be approached without a thorough understanding of the costs and […]

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Claiming A Tax Refund When You Stop Work

Dominic, March 3rd, 2014

UK Tax Refund Tips If you’ve recently stopped working, it might be possible for you to claim back a percentage of the Income Tax you’ve previously paid. Whether you’re out of work because you’ve become unemployed, you’re now retired or you’ve returned to studying, this information should help you to understand when […]

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Essential 2014 Tax Dates

Jonathan, February 25th, 2014

Some Important Tax Dates In 2014 In this article, we list a number of key tax dates for you to pencil into your 2014 calendar. As chartered financial planners, we would always advise our clients to stay on top of the most important dates across the financial year. Effective planning means that […]

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The burden of Inheritance Tax

Dominic, January 15th, 2013

The threshold for Inheritance Tax (IHT) has risen in recent years to £325,000 for individuals and – with the option now to transfer any unused threshold to a spouse or civil partner – a total of £650,000 for legally joined couples (for the tax year 2012/13) . The relative level of house […]

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The Great ISA Myths

Dominic, December 19th, 2012

As the Isa season cranks up another gear, Fidelity FundsNetwork sets about debunking eight ideas some of your clients may still wrongly harbour about the tax wrapper. Isas are risky – FALSE: An Isa is not an investment, it is just a ‘wrapper’ in which money is kept to protect it from […]

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