Our helpsheets provide a two page briefing on key elements of essential topics. Just what you need to know, in plain English.
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- Inheritance tax planning
Coronavirus has many people reflecting on their own mortality. So if you have more time on your hands during the lockdown, planning your estate may be a wise way to spend it.
- Self-assessment matters
Don’t leave it until the last minute. We never like to see clients pay more to the Revenue than is necessary, and easily-avoided fines are a particular frustration.
- Residence and domicile
Your status affects how much UK tax you pay. The last four years have seen big changes to tax legislation in this area.
- Saving for your Retirement
Effective strategies can help you identify how much you will need to retire, when you can expect to retire, and how long your money will last.
- The tapered annual pension allowance
Anyone whose total pension contributions exceed their annual allowance will be taxed, with high earners likely to be caught.
- Personal tax planning
How to reduce what you will owe the taxman for the current tax year.
- Your personal self-assessment tax return
What you need to know about how we help you file self-assessment
- Planning your estate: wills
How to plan and make a legally valid will.
- How to Pay your Self-Assessment Tax
We recommend you make payments as soon as you can.
- Marriage Allowance explained
Almost half of the UK’s eligible couples failed to claim their share of £1.3 billion in marriage allowance cash in 2016/17.
- Tax and Employee Benefits
A guide for employees on the different tax and national insurance implications of common employee benefits.
- Family Home Allowance
Not everyone’s a winner with the recently-introduced residence nil-rate band.
- Planning your retirement
Whatever your age, it’s never too late to start saving to retire.
- Lifetime ISAs
Have you realised the best way to include the Lifetime ISA in your savings strategy?
- Defined contribution pensions and tax
A guide to the tax implications of accessing your pension.
- Property Income and Tax
Tax, reliefs and allowances on different types of property
- Personal financial planning
No one should be without a financial plan. Read our guide to get started.
