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Year End Tax Planning

25 November 2024

A reminder of some of the basic IHT planning points
Inheritance tax planning options. With the nil rate band frozen at Ł325,000, are your clients taking advantage of the inheritance tax planning options available to them?

30 September 2024

Reducing exposure to the 45 per cent rate
The 45% rate of tax. It should be a spur for affected couples to ensure they are taking full advantage of both of their allowances and lower rate tax bands, and all available reliefs

23 August 2024

Case study - where do you start with IHT planning for clients?
When you discover that your clients have grown their wealth over their nil rate bands, where to start with their inheritance tax (IHT) planning

02 July 2024

Pensions carry forward - a quick guide
The payment of pension contributions to maximise the current tax year’s annual allowance and to make full use of carry forward is an important consideration for higher and additional rate taxpayers